MGIA
PBCT

Moneta Group Investment Advisors’s People's United Financial Inc PBCT Stock Holding History

Moneta Group Investment 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
Q1 		– Sell
-11,392
Closed -$203K – 506
2021
Q4 		$203K Sell
11,392
-400
-3% -$7.13K 0.01% 456
2021
Q3 		$206K Sell
11,792
-110
-0.9% -$1.79K 0.01% 433
2021
Q2 		$204K Buy
11,902
+3
+0% +$55 0.01% 434
2021
Q1 		$213K Buy
+11,899
New +$191K 0.01% 393

Other funds holding PBCT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.63% 1-Year Est. Return

Moneta Group Investment Advisors's PBCT Position: Q1 2022 in Review

Moneta Group Investment Advisors sold out of People's United Financial Inc (PBCT) in Q1 2022, closing a stake of 11,392 shares — an estimated $203K sold.

Moneta Group Investment Advisors first reported a position in PBCT in Q1 2021 and held it in 4 quarters. The position peaked at $213K in Q1 2021. 488 funds tracked by Wall St. Rank hold PBCT as of Q1 2022.

  • Moneta Group Investment Advisors reported no remaining People's United Financial Inc position as of Q1 2022 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 11,392 People's United Financial Inc shares in Q1 2022, an estimated $203K.
  • Moneta Group Investment Advisors first reported a position in People's United Financial Inc in Q1 2021 and held it in 4 quarters.
  • Moneta Group Investment Advisors's People's United Financial Inc position peaked at $213K in Q1 2021.
  • 488 funds tracked by Wall St. Rank held People's United Financial Inc as of Q1 2022.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2022, filed 11 May 2022.