FFM
PBCT

Forum Financial Management’s People's United Financial Inc PBCT Stock Holding History

Forum Financial Management’s Portfolio PBCT Stock Details PBCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-12,419
Closed -$248K – 672
2022
Q1 		$248K Hold
12,419
– – 0.01% 477
2021
Q4 		$221K Buy
+12,419
New +$221K 0.01% 571

Other funds holding PBCT

Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return

Forum Financial Management's PBCT Position: Q2 2022 in Review

Forum Financial Management sold out of People's United Financial Inc (PBCT) in Q2 2022, closing a stake of 12,419 shares — an estimated $248K sold.

Forum Financial Management first reported a position in PBCT in Q4 2021 and held it in 2 quarters. The position peaked at $248K in Q1 2022. 5 funds tracked by Wall St. Rank hold PBCT as of Q2 2022.

  • Forum Financial Management reported no remaining People's United Financial Inc position as of Q2 2022 after selling out during the quarter.
  • Forum Financial Management sold 12,419 People's United Financial Inc shares in Q2 2022, an estimated $248K.
  • Forum Financial Management first reported a position in People's United Financial Inc in Q4 2021 and held it in 2 quarters.
  • Forum Financial Management's People's United Financial Inc position peaked at $248K in Q1 2022.
  • 5 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2022.

Based on Forum Financial Management's 13F filing for Q2 2022, filed 15 Aug 2022.