HA
PBCT

Herold Advisors’s People's United Financial Inc PBCT Stock Holding History

Herold Advisors’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
-1,204
Closed -$24.1K – 726
2022
Q1 		$24.1K Buy
+1,204
New +$24.6K 0.01% 484
2021
Q4 		– Sell
-1,681
Closed -$29K – 702
2021
Q3 		$29K Buy
+1,681
New +$27.3K 0.01% 464

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 $8.74B AUM 14.62% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return

Herold Advisors's PBCT Position: Q2 2022 in Review

Herold Advisors sold out of People's United Financial Inc (PBCT) in Q2 2022, closing a stake of 1,204 shares — an estimated $24.1K sold.

Herold Advisors first reported a position in PBCT in Q3 2021 and held it in 2 quarters. The position peaked at $29K in Q3 2021. 5 funds tracked by Wall St. Rank hold PBCT as of Q2 2022.

  • Herold Advisors reported no remaining People's United Financial Inc position as of Q2 2022 after selling out during the quarter.
  • Herold Advisors sold 1,204 People's United Financial Inc shares in Q2 2022, an estimated $24.1K.
  • Herold Advisors first reported a position in People's United Financial Inc in Q3 2021 and held it in 2 quarters.
  • Herold Advisors's People's United Financial Inc position peaked at $29K in Q3 2021.
  • 5 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.