IAA
PBCT

Independent Advisor Alliance’s People's United Financial Inc PBCT Stock Holding History

Independent Advisor Alliance’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
-24,919
Closed -$498K – 719
2022
Q1 		$498K Sell
24,919
-997
-4% -$20.4K 0.02% 396
2021
Q4 		$462K Buy
+25,916
New +$462K 0.02% 413
2020
Q3 		– Sell
-10,471
Closed -$121K – 544
2020
Q2 		$121K Buy
+10,471
New +$122K 0.01% 459
2019
Q3 		– Sell
-19,814
Closed -$332K – 489
2019
Q2 		$332K Buy
19,814
+2,520
+15% +$41.8K 0.05% 280
2019
Q1 		$284K Buy
+17,294
New +$288K 0.04% 328

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 $567M AUM 16.01% 1-Year Est. Return

Independent Advisor Alliance's PBCT Position: Q2 2022 in Review

Independent Advisor Alliance sold out of People's United Financial Inc (PBCT) in Q2 2022, closing a stake of 24,919 shares — an estimated $498K sold.

Independent Advisor Alliance first reported a position in PBCT in Q1 2019 and held it in 5 quarters. The position peaked at $498K in Q1 2022. 5 funds tracked by Wall St. Rank hold PBCT as of Q2 2022.

  • Independent Advisor Alliance reported no remaining People's United Financial Inc position as of Q2 2022 after selling out during the quarter.
  • Independent Advisor Alliance sold 24,919 People's United Financial Inc shares in Q2 2022, an estimated $498K.
  • Independent Advisor Alliance first reported a position in People's United Financial Inc in Q1 2019 and held it in 5 quarters.
  • Independent Advisor Alliance's People's United Financial Inc position peaked at $498K in Q1 2022.
  • 5 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2022.

Based on Independent Advisor Alliance's 13F filing for Q2 2022, filed 4 Aug 2022.