Global Wealth Management Investment Advisory’s People's United Financial Inc PBCT Stock Holding History

Global Wealth Management Investment Advisory’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	-150	Closed	-$3K	–	556
2022 Q1	$3K	Hold	150	–	–	﹤0.01%	407
2021 Q4	$3K	Hold	150	–	–	﹤0.01%	395
2021 Q3	$3K	Hold	150	–	–	﹤0.01%	407
2021 Q2	$3K	Hold	150	–	–	﹤0.01%	385
2021 Q1	$3K	Hold	150	–	–	﹤0.01%	404
2020 Q4	$2K	Hold	150	–	–	﹤0.01%	417
2020 Q3	$2K	Hold	150	–	–	﹤0.01%	405
2020 Q2	$2K	Hold	150	–	–	﹤0.01%	542
2020 Q1	$2K	Hold	150	–	–	﹤0.01%	532
2019 Q4	$3K	Hold	150	–	–	﹤0.01%	501
2019 Q3	$2K	Hold	150	–	–	﹤0.01%	548
2019 Q2	$3K	Hold	150	–	–	﹤0.01%	531
2019 Q1	$2K	Hold	150	–	–	﹤0.01%	585
2018 Q4	$2K	Buy	+150	New	+$2.37K	﹤0.01%	612

Other funds holding PBCT

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

Global Wealth Management Investment Advisory's PBCT Position: Q2 2022 in Review

Global Wealth Management Investment Advisory sold out of People's United Financial Inc (PBCT) in Q2 2022, closing a stake of 150 shares — an estimated $3K sold.

Global Wealth Management Investment Advisory first reported a position in PBCT in Q4 2018 and held it in 14 quarters. The position peaked at $3K in Q1 2022. 5 funds tracked by Wall St. Rank hold PBCT as of Q2 2022.

Global Wealth Management Investment Advisory reported no remaining People's United Financial Inc position as of Q2 2022 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 150 People's United Financial Inc shares in Q2 2022, an estimated $3K.
Global Wealth Management Investment Advisory first reported a position in People's United Financial Inc in Q4 2018 and held it in 14 quarters.
Global Wealth Management Investment Advisory's People's United Financial Inc position peaked at $3K in Q1 2022.
5 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2022.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2022, filed 15 Aug 2022.