GWMI
PBCT

Guardian Wealth Management (Illinois)’s People's United Financial Inc PBCT Stock Holding History

Guardian Wealth Management (Illinois)’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
-100
Closed -$2K – 243
2022
Q1 		$2K Buy
+100
New +$2.04K ﹤0.01% 209

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

Guardian Wealth Management (Illinois)'s PBCT Position: Q2 2022 in Review

Guardian Wealth Management (Illinois) sold out of People's United Financial Inc (PBCT) in Q2 2022, closing a stake of 100 shares — an estimated $2K sold.

Guardian Wealth Management (Illinois) first reported a position in PBCT in Q1 2022 and held it in 1 quarter. The position peaked at $2K in Q1 2022. 5 funds tracked by Wall St. Rank hold PBCT as of Q2 2022.

  • Guardian Wealth Management (Illinois) reported no remaining People's United Financial Inc position as of Q2 2022 after selling out during the quarter.
  • Guardian Wealth Management (Illinois) sold 100 People's United Financial Inc shares in Q2 2022, an estimated $2K.
  • Guardian Wealth Management (Illinois) first reported a position in People's United Financial Inc in Q1 2022 and held it in 1 quarter.
  • Guardian Wealth Management (Illinois)'s People's United Financial Inc position peaked at $2K in Q1 2022.
  • 5 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2022.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2022, filed 15 Aug 2022.