LAS
PBCT

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

Lloyd 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
-28
Closed -$1K – 607
2022
Q1 		$1K Hold
28
– – ﹤0.01% 594
2021
Q4 		$0 Hold
28
– – ﹤0.01% 471
2021
Q3 		$0 Hold
28
– – ﹤0.01% 425
2021
Q2 		$0 Hold
28
– – ﹤0.01% 433
2021
Q1 		$1K Hold
28
– – ﹤0.01% 370
2020
Q4 		$0 Hold
28
– – ﹤0.01% 388
2020
Q3 		$0 Buy
+28
New +$304 ﹤0.01% 402

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 $683M AUM 22.58% 1-Year Est. Return

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

Lloyd Advisory Services sold out of People's United Financial Inc (PBCT) in Q2 2022, closing a stake of 28 shares — an estimated $1K sold.

Lloyd Advisory Services first reported a position in PBCT in Q3 2020 and held it in 7 quarters. The position peaked at $1K in Q1 2022. 5 funds tracked by Wall St. Rank hold PBCT as of Q2 2022.

  • Lloyd Advisory Services reported no remaining People's United Financial Inc position as of Q2 2022 after selling out during the quarter.
  • Lloyd Advisory Services sold 28 People's United Financial Inc shares in Q2 2022, an estimated $1K.
  • Lloyd Advisory Services first reported a position in People's United Financial Inc in Q3 2020 and held it in 7 quarters.
  • Lloyd Advisory Services's People's United Financial Inc position peaked at $1K in Q1 2022.
  • 5 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2022.

Based on Lloyd Advisory Services's 13F filing for Q2 2022, filed 15 Aug 2022.