LI
PBCT

LVZ Inc’s People's United Financial Inc PBCT Stock Holding History

LVZ Inc’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
-21,706
Closed -$434K – 121
2022
Q1 		$434K Buy
21,706
+951
+5% +$19.4K 0.06% 65
2021
Q4 		$370K Buy
20,755
+2,388
+13% +$42.6K 0.05% 72
2021
Q3 		$321K Buy
18,367
+489
+3% +$7.95K 0.05% 71
2021
Q2 		$306K Buy
17,878
+1,250
+8% +$22.8K 0.05% 72
2021
Q1 		$298K Buy
+16,628
New +$268K 0.05% 74

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

LVZ Inc's PBCT Position: Q2 2022 in Review

LVZ Inc sold out of People's United Financial Inc (PBCT) in Q2 2022, closing a stake of 21,706 shares — an estimated $434K sold.

LVZ Inc first reported a position in PBCT in Q1 2021 and held it in 5 quarters. The position peaked at $434K in Q1 2022. 5 funds tracked by Wall St. Rank hold PBCT as of Q2 2022.

  • LVZ Inc reported no remaining People's United Financial Inc position as of Q2 2022 after selling out during the quarter.
  • LVZ Inc sold 21,706 People's United Financial Inc shares in Q2 2022, an estimated $434K.
  • LVZ Inc first reported a position in People's United Financial Inc in Q1 2021 and held it in 5 quarters.
  • LVZ Inc's People's United Financial Inc position peaked at $434K in Q1 2022.
  • 5 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2022.

Based on LVZ Inc's 13F filing for Q2 2022, filed 27 Jul 2022.