FIM
PBCT

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

Freedom Investment 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
-27,271
Closed -$545K – 864
2022
Q1 		$545K Sell
27,271
-9,931
-27% -$203K 0.05% 447
2021
Q4 		$663K Sell
37,202
-1,388
-4% -$24.7K 0.05% 455
2021
Q3 		$674K Buy
38,590
+2,593
+7% +$42.1K 0.05% 422
2021
Q2 		$617K Sell
35,997
-319
-0.9% -$5.83K 0.05% 476
2021
Q1 		$650K Buy
36,316
+10,848
+43% +$175K 0.05% 438
2020
Q4 		$329K Sell
25,468
-1,636
-6% -$19.7K 0.04% 450
2020
Q3 		$279K Sell
27,104
-7,973
-23% -$86.6K 0.03% 423
2020
Q2 		$406K Sell
35,077
-8,870
-20% -$103K 0.04% 335
2020
Q1 		$701K Buy
43,947
+6,935
+19% +$103K 0.06% 260
2019
Q4 		$625K Buy
+37,012
New +$607K 0.06% 295

Other funds holding PBCT

Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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

Freedom Investment Management's PBCT Position: Q2 2022 in Review

Freedom Investment Management sold out of People's United Financial Inc (PBCT) in Q2 2022, closing a stake of 27,271 shares — an estimated $545K sold.

Freedom Investment Management first reported a position in PBCT in Q4 2019 and held it in 10 quarters. The position peaked at $701K in Q1 2020. 5 funds tracked by Wall St. Rank hold PBCT as of Q2 2022.

  • Freedom Investment Management reported no remaining People's United Financial Inc position as of Q2 2022 after selling out during the quarter.
  • Freedom Investment Management sold 27,271 People's United Financial Inc shares in Q2 2022, an estimated $545K.
  • Freedom Investment Management first reported a position in People's United Financial Inc in Q4 2019 and held it in 10 quarters.
  • Freedom Investment Management's People's United Financial Inc position peaked at $701K in Q1 2020.
  • 5 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2022.

Based on Freedom Investment Management's 13F filing for Q2 2022, filed 8 Aug 2022.