Graves Light Lenhart Wealth’s People's United Financial Inc PBCT Stock Holding History

Graves Light Lenhart Wealth’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	-229	Closed	-$5K	–	708
2022 Q1	$5K	Hold	229	–	–	﹤0.01%	597
2021 Q4	$4K	Hold	229	–	–	﹤0.01%	676
2021 Q3	$4K	Sell	229 -1,304	-85%	-$21.2K	﹤0.01%	659
2021 Q2	$26K	Hold	1,533	–	–	﹤0.01%	462
2021 Q1	$27K	Hold	1,533	–	–	﹤0.01%	455
2020 Q4	$20K	Buy	+1,533	New	+$18.4K	﹤0.01%	489

Other funds holding PBCT

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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

Graves Light Lenhart Wealth's PBCT Position: Q2 2022 in Review

Graves Light Lenhart Wealth sold out of People's United Financial Inc (PBCT) in Q2 2022, closing a stake of 229 shares — an estimated $5K sold.

Graves Light Lenhart Wealth first reported a position in PBCT in Q4 2020 and held it in 6 quarters. The position peaked at $27K in Q1 2021. 5 funds tracked by Wall St. Rank hold PBCT as of Q2 2022.

Graves Light Lenhart Wealth reported no remaining People's United Financial Inc position as of Q2 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 229 People's United Financial Inc shares in Q2 2022, an estimated $5K.
Graves Light Lenhart Wealth first reported a position in People's United Financial Inc in Q4 2020 and held it in 6 quarters.
Graves Light Lenhart Wealth's People's United Financial Inc position peaked at $27K in Q1 2021.
5 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2022, filed 15 Aug 2022.