LWP
PBCT

Lumature Wealth Partners’s People's United Financial Inc PBCT Stock Holding History

Lumature Wealth Partners’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
-11,954
Closed -$239K – 447
2022
Q1 		$239K Buy
+11,954
New +$244K 0.1% 154

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

Lumature Wealth Partners's PBCT Position: Q2 2022 in Review

Lumature Wealth Partners sold out of People's United Financial Inc (PBCT) in Q2 2022, closing a stake of 11,954 shares — an estimated $239K sold.

Lumature Wealth Partners first reported a position in PBCT in Q1 2022 and held it in 1 quarter. The position peaked at $239K in Q1 2022. 5 funds tracked by Wall St. Rank hold PBCT as of Q2 2022.

  • Lumature Wealth Partners reported no remaining People's United Financial Inc position as of Q2 2022 after selling out during the quarter.
  • Lumature Wealth Partners sold 11,954 People's United Financial Inc shares in Q2 2022, an estimated $239K.
  • Lumature Wealth Partners first reported a position in People's United Financial Inc in Q1 2022 and held it in 1 quarter.
  • Lumature Wealth Partners's People's United Financial Inc position peaked at $239K in Q1 2022.
  • 5 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2022.

Based on Lumature Wealth Partners's 13F filing for Q2 2022, filed 10 Aug 2022.