IWC
PBCT

Integrated Wealth Concepts’s People's United Financial Inc PBCT Stock Holding History

Integrated Wealth Concepts’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
-13,699
Closed -$274K – 1095
2022
Q1 		$274K Buy
13,699
+72
+0.5% +$1.47K 0.01% 777
2021
Q4 		$243K Buy
13,627
+2,610
+24% +$46.5K 0.01% 868
2021
Q3 		$192K Buy
+11,017
New +$179K 0.01% 904

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

Integrated Wealth Concepts's PBCT Position: Q2 2022 in Review

Integrated Wealth Concepts sold out of People's United Financial Inc (PBCT) in Q2 2022, closing a stake of 13,699 shares — an estimated $274K sold.

Integrated Wealth Concepts first reported a position in PBCT in Q3 2021 and held it in 3 quarters. The position peaked at $274K in Q1 2022. 5 funds tracked by Wall St. Rank hold PBCT as of Q2 2022.

  • Integrated Wealth Concepts reported no remaining People's United Financial Inc position as of Q2 2022 after selling out during the quarter.
  • Integrated Wealth Concepts sold 13,699 People's United Financial Inc shares in Q2 2022, an estimated $274K.
  • Integrated Wealth Concepts first reported a position in People's United Financial Inc in Q3 2021 and held it in 3 quarters.
  • Integrated Wealth Concepts's People's United Financial Inc position peaked at $274K in Q1 2022.
  • 5 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2022.

Based on Integrated Wealth Concepts's 13F filing for Q2 2022, filed 8 Aug 2022.