NEGWA
PBCT

New England Guild Wealth Advisors’s People's United Financial Inc PBCT Stock Holding History

New England Guild Wealth 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
Q2 		– Sell
-14,363
Closed -$287K – 76
2022
Q1 		$287K Hold
14,363
– – 0.15% 62
2021
Q4 		$256K Hold
14,363
– – 0.13% 65
2021
Q3 		$251K Hold
14,363
– – 0.13% 59
2021
Q2 		$246K Sell
14,363
-529
-4% -$9.66K 0.13% 59
2021
Q1 		$267K Sell
14,892
-2,247
-13% -$36.2K 0.15% 53
2020
Q4 		$222K Hold
17,139
– – 0.13% 57
2020
Q3 		$177K Hold
17,139
– – 0.12% 52
2020
Q2 		$198K Hold
17,139
– – 0.15% 55
2020
Q1 		$189K Sell
17,139
-3,886
-18% -$57.7K 0.17% 50
2019
Q4 		$355K Buy
21,025
+3,886
+23% +$63.7K 0.25% 46
2019
Q3 		$268K Hold
17,139
– – 0.19% 48
2019
Q2 		$288K Hold
17,139
– – 0.21% 47
2019
Q1 		$282K Hold
17,139
– – 0.21% 45
2018
Q4 		$247K Buy
+17,139
New +$271K 0.21% 45

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

New England Guild Wealth Advisors's PBCT Position: Q2 2022 in Review

New England Guild Wealth Advisors sold out of People's United Financial Inc (PBCT) in Q2 2022, closing a stake of 14,363 shares — an estimated $287K sold.

New England Guild Wealth Advisors first reported a position in PBCT in Q4 2018 and held it in 14 quarters. The position peaked at $355K in Q4 2019. 5 funds tracked by Wall St. Rank hold PBCT as of Q2 2022.

  • New England Guild Wealth Advisors reported no remaining People's United Financial Inc position as of Q2 2022 after selling out during the quarter.
  • New England Guild Wealth Advisors sold 14,363 People's United Financial Inc shares in Q2 2022, an estimated $287K.
  • New England Guild Wealth Advisors first reported a position in People's United Financial Inc in Q4 2018 and held it in 14 quarters.
  • New England Guild Wealth Advisors's People's United Financial Inc position peaked at $355K in Q4 2019.
  • 5 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2022.

Based on New England Guild Wealth Advisors's 13F filing for Q2 2022, filed 8 Jul 2022.