GWAM
PBCT

Guardian Wealth Advisors (Minnesota)’s People's United Financial Inc PBCT Stock Holding History

Guardian Wealth Advisors (Minnesota)’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
2021
Q4 		– Sell
-10,838
Closed -$189K – 68
2021
Q3 		$189K Sell
10,838
-5,472
-34% -$88.9K 0.17% 62
2021
Q2 		$280K Buy
16,310
+92
+0.6% +$1.68K 0.24% 54
2021
Q1 		$290K Buy
16,218
+883
+6% +$14.2K 0.27% 54
2020
Q4 		$198K Buy
+15,335
New +$184K 0.2% 64

Other funds holding PBCT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

Guardian Wealth Advisors (Minnesota)'s PBCT Position: Q4 2021 in Review

Guardian Wealth Advisors (Minnesota) sold out of People's United Financial Inc (PBCT) in Q4 2021, closing a stake of 10,838 shares — an estimated $189K sold.

Guardian Wealth Advisors (Minnesota) first reported a position in PBCT in Q4 2020 and held it in 4 quarters. The position peaked at $290K in Q1 2021. 503 funds tracked by Wall St. Rank hold PBCT as of Q4 2021.

  • Guardian Wealth Advisors (Minnesota) reported no remaining People's United Financial Inc position as of Q4 2021 after selling out during the quarter.
  • Guardian Wealth Advisors (Minnesota) sold 10,838 People's United Financial Inc shares in Q4 2021, an estimated $189K.
  • Guardian Wealth Advisors (Minnesota) first reported a position in People's United Financial Inc in Q4 2020 and held it in 4 quarters.
  • Guardian Wealth Advisors (Minnesota)'s People's United Financial Inc position peaked at $290K in Q1 2021.
  • 503 funds tracked by Wall St. Rank held People's United Financial Inc as of Q4 2021.

Based on Guardian Wealth Advisors (Minnesota)'s 13F filing for Q4 2021, filed 3 Feb 2022.