LFA
PBCT

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

Legacy Financial 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
-18,378
Closed -$367K – 263
2022
Q1 		$367K Hold
18,378
– – 0.08% 140
2021
Q4 		$327K Hold
18,378
– – 0.08% 134
2021
Q3 		$321K Hold
18,378
– – 0.08% 114
2021
Q2 		$315K Hold
18,378
– – 0.08% 117
2021
Q1 		$329K Buy
18,378
+58
+0.3% +$933 0.09% 97
2020
Q4 		$237K Hold
18,320
– – 0.07% 123
2020
Q3 		$189K Hold
18,320
– – 0.06% 126
2020
Q2 		$212K Hold
18,320
– – 0.08% 45
2020
Q1 		$232K Hold
18,320
– – 0.09% 54
2019
Q4 		$310K Hold
18,320
– – 0.1% 95
2019
Q3 		$286K Hold
18,320
– – 0.1% 92
2019
Q2 		$307K Hold
18,320
– – 0.11% 91
2019
Q1 		$301K Hold
18,320
– – 0.1% 88
2018
Q4 		$264K Hold
18,320
– – 0.1% 85
2018
Q3 		$313K Hold
18,320
– – 0.11% 76
2018
Q2 		$331K Hold
18,320
– – 0.13% 69
2018
Q1 		$341K Hold
18,320
– – 0.14% 71
2017
Q4 		$342K Buy
+18,320
New +$339K 0.14% 66

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

Legacy Financial Advisors's PBCT Position: Q2 2022 in Review

Legacy Financial Advisors sold out of People's United Financial Inc (PBCT) in Q2 2022, closing a stake of 18,378 shares — an estimated $367K sold.

Legacy Financial Advisors first reported a position in PBCT in Q4 2017 and held it in 18 quarters. The position peaked at $367K in Q1 2022. 5 funds tracked by Wall St. Rank hold PBCT as of Q2 2022.

  • Legacy Financial Advisors reported no remaining People's United Financial Inc position as of Q2 2022 after selling out during the quarter.
  • Legacy Financial Advisors sold 18,378 People's United Financial Inc shares in Q2 2022, an estimated $367K.
  • Legacy Financial Advisors first reported a position in People's United Financial Inc in Q4 2017 and held it in 18 quarters.
  • Legacy Financial Advisors's People's United Financial Inc position peaked at $367K in Q1 2022.
  • 5 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2022.

Based on Legacy Financial Advisors's 13F filing for Q2 2022, filed 8 Aug 2022.