JPLA
PBCT

Joseph P. Lucia & Associates’s People's United Financial Inc PBCT Stock Holding History

Joseph P. Lucia & Associates’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
-100
Closed -$2K – 598
2021
Q3 		$2K Buy
+100
New +$1.63K ﹤0.01% 536
2020
Q1 		– Sell
-318
Closed -$5K – 513
2019
Q4 		$5K Hold
318
– – ﹤0.01% 368
2019
Q3 		$5K Hold
318
– – 0.01% 368
2019
Q2 		$5K Buy
+318
New +$5.28K 0.01% 370

Other funds holding PBCT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 190.63% 1-Year Est. Return

Joseph P. Lucia & Associates's PBCT Position: Q4 2021 in Review

Joseph P. Lucia & Associates sold out of People's United Financial Inc (PBCT) in Q4 2021, closing a stake of 100 shares — an estimated $2K sold.

Joseph P. Lucia & Associates first reported a position in PBCT in Q2 2019 and held it in 4 quarters. The position peaked at $5K in Q4 2019. 503 funds tracked by Wall St. Rank hold PBCT as of Q4 2021.

  • Joseph P. Lucia & Associates reported no remaining People's United Financial Inc position as of Q4 2021 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 100 People's United Financial Inc shares in Q4 2021, an estimated $2K.
  • Joseph P. Lucia & Associates first reported a position in People's United Financial Inc in Q2 2019 and held it in 4 quarters.
  • Joseph P. Lucia & Associates's People's United Financial Inc position peaked at $5K in Q4 2019.
  • 503 funds tracked by Wall St. Rank held People's United Financial Inc as of Q4 2021.

Based on Joseph P. Lucia & Associates's 13F filing for Q4 2021, filed 4 Feb 2022.