ONST
PBCT

Old North State Trust’s People's United Financial Inc PBCT Stock Holding History

Old North State Trust’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
-12
Closed -$240 – 132
2022
Q1 		$240 Sell
12
-12,013
-100% -$245K 0.19% 115
2021
Q4 		$214K Hold
12,025
– – 0.15% 119
2021
Q3 		$210K Hold
12,025
– – 0.19% 107
2021
Q2 		$206K Hold
12,025
– – 0.16% 117
2021
Q1 		$215K Hold
12,025
– – 0.17% 116
2020
Q4 		$155K Sell
12,025
-2,247
-16% -$27K 0.12% 126
2020
Q3 		$147K Buy
+14,272
New +$155K 0.1% 116
2020
Q2 		– Sell
-14,775
Closed -$163K – 134
2020
Q1 		$163K Buy
14,775
+363
+3% +$5.39K 0.12% 101
2019
Q4 		$244K Hold
14,412
– – 0.13% 102
2019
Q3 		$225K Buy
14,412
+395
+3% +$6.18K 0.15% 103
2019
Q2 		$235K Hold
14,017
– – 0.17% 98
2019
Q1 		$230K Hold
14,017
– – 0.16% 105
2018
Q4 		$202K Hold
14,017
– – 0.21% 102
2018
Q3 		$239K Buy
+14,017
New +$256K 0.23% 99

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

Old North State Trust's PBCT Position: Q2 2022 in Review

Old North State Trust sold out of People's United Financial Inc (PBCT) in Q2 2022, closing a stake of 12 shares — an estimated $240 sold.

Old North State Trust first reported a position in PBCT in Q3 2018 and held it in 14 quarters. The position peaked at $244K in Q4 2019. 5 funds tracked by Wall St. Rank hold PBCT as of Q2 2022.

  • Old North State Trust reported no remaining People's United Financial Inc position as of Q2 2022 after selling out during the quarter.
  • Old North State Trust sold 12 People's United Financial Inc shares in Q2 2022, an estimated $240.
  • Old North State Trust first reported a position in People's United Financial Inc in Q3 2018 and held it in 14 quarters.
  • Old North State Trust's People's United Financial Inc position peaked at $244K in Q4 2019.
  • 5 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2022.

Based on Old North State Trust's 13F filing for Q2 2022, filed 12 Aug 2022.