LWM
PBCT

Liberty Wealth Management’s People's United Financial Inc PBCT Stock Holding History

Liberty Wealth Management’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
-2,042
Closed -$36K – 1212
2021
Q3 		$36K Buy
2,042
+23
+1% +$374 0.01% 493
2021
Q2 		$35K Buy
+2,019
New +$36.9K 0.01% 394
2020
Q3 		– Sell
-45
Closed -$1K – 981
2020
Q2 		$1K Hold
45
– – ﹤0.01% 838
2020
Q1 		$0 Sell
45
-125
-74% -$1.86K ﹤0.01% 1018
2019
Q4 		$3K Buy
170
+2
+1% +$33 ﹤0.01% 751
2019
Q3 		$3K Buy
168
+132
+367% +$2.06K ﹤0.01% 718
2019
Q2 		$1K Hold
36
– – ﹤0.01% 879
2019
Q1 		$0 Sell
36
-201
-85% -$3.35K ﹤0.01% 872
2018
Q4 		$3K Buy
+237
New +$3.75K ﹤0.01% 659

Other funds holding PBCT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 190.64% 1-Year Est. Return

Liberty Wealth Management's PBCT Position: Q4 2021 in Review

Liberty Wealth Management sold out of People's United Financial Inc (PBCT) in Q4 2021, closing a stake of 2,042 shares — an estimated $36K sold.

Liberty Wealth Management first reported a position in PBCT in Q4 2018 and held it in 9 quarters. The position peaked at $36K in Q3 2021. 503 funds tracked by Wall St. Rank hold PBCT as of Q4 2021.

  • Liberty Wealth Management reported no remaining People's United Financial Inc position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 2,042 People's United Financial Inc shares in Q4 2021, an estimated $36K.
  • Liberty Wealth Management first reported a position in People's United Financial Inc in Q4 2018 and held it in 9 quarters.
  • Liberty Wealth Management's People's United Financial Inc position peaked at $36K in Q3 2021.
  • 503 funds tracked by Wall St. Rank held People's United Financial Inc as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.