KAS
PBCT

Kestra Advisory Services’s People's United Financial Inc PBCT Stock Holding History

Kestra Advisory Services’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
-13,958
Closed -$279K – 2270
2022
Q1 		$279K Sell
13,958
-316
-2% -$6.45K ﹤0.01% 1633
2021
Q4 		$254K Buy
14,274
+26
+0.2% +$464 ﹤0.01% 1713
2021
Q3 		$249K Buy
+14,248
New +$232K ﹤0.01% 1820
2021
Q2 		– Sell
-10,404
Closed -$186K – 2046
2021
Q1 		$186K Sell
10,404
-24,074
-70% -$387K ﹤0.01% 1745
2020
Q4 		$446K Sell
34,478
-6,762
-16% -$81.3K 0.01% 1264
2020
Q3 		$425K Buy
+41,240
New +$448K 0.01% 957

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

Kestra Advisory Services's PBCT Position: Q2 2022 in Review

Kestra Advisory Services sold out of People's United Financial Inc (PBCT) in Q2 2022, closing a stake of 13,958 shares — an estimated $279K sold.

Kestra Advisory Services first reported a position in PBCT in Q3 2020 and held it in 6 quarters. The position peaked at $446K in Q4 2020. 5 funds tracked by Wall St. Rank hold PBCT as of Q2 2022.

  • Kestra Advisory Services reported no remaining People's United Financial Inc position as of Q2 2022 after selling out during the quarter.
  • Kestra Advisory Services sold 13,958 People's United Financial Inc shares in Q2 2022, an estimated $279K.
  • Kestra Advisory Services first reported a position in People's United Financial Inc in Q3 2020 and held it in 6 quarters.
  • Kestra Advisory Services's People's United Financial Inc position peaked at $446K in Q4 2020.
  • 5 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2022.

Based on Kestra Advisory Services's 13F filing for Q2 2022, filed 12 Aug 2022.