OIA
PBCT

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

OneDigital 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
Q2 		– Sell
-27,798
Closed -$556K – 805
2022
Q1 		$556K Buy
27,798
+1,391
+5% +$28.4K 0.02% 411
2021
Q4 		$471K Buy
26,407
+471
+2% +$8.4K 0.02% 465
2021
Q3 		$453K Buy
25,936
+249
+1% +$4.05K 0.02% 437
2021
Q2 		$440K Buy
25,687
+205
+0.8% +$3.75K 0.02% 443
2021
Q1 		$456K Buy
25,482
+64
+0.3% +$1.03K 0.02% 400
2020
Q4 		$329K Buy
25,418
+298
+1% +$3.58K 0.02% 470
2020
Q3 		$259K Sell
25,120
-3,019
-11% -$32.8K 0.02% 473
2020
Q2 		$326K Buy
28,139
+357
+1% +$4.15K 0.02% 425
2020
Q1 		$307K Sell
27,782
-1,124
-4% -$16.7K 0.03% 371
2019
Q4 		$489K Buy
28,906
+5,340
+23% +$87.5K 0.04% 310
2019
Q3 		$368K Buy
23,566
+2,416
+11% +$37.8K 0.03% 335
2019
Q2 		$355K Buy
+21,150
New +$351K 0.03% 307

Other funds holding PBCT

Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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

OneDigital Investment Advisors's PBCT Position: Q2 2022 in Review

OneDigital Investment Advisors sold out of People's United Financial Inc (PBCT) in Q2 2022, closing a stake of 27,798 shares — an estimated $556K sold.

OneDigital Investment Advisors first reported a position in PBCT in Q2 2019 and held it in 12 quarters. The position peaked at $556K in Q1 2022. 5 funds tracked by Wall St. Rank hold PBCT as of Q2 2022.

  • OneDigital Investment Advisors reported no remaining People's United Financial Inc position as of Q2 2022 after selling out during the quarter.
  • OneDigital Investment Advisors sold 27,798 People's United Financial Inc shares in Q2 2022, an estimated $556K.
  • OneDigital Investment Advisors first reported a position in People's United Financial Inc in Q2 2019 and held it in 12 quarters.
  • OneDigital Investment Advisors's People's United Financial Inc position peaked at $556K in Q1 2022.
  • 5 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2022.

Based on OneDigital Investment Advisors's 13F filing for Q2 2022, filed 8 Aug 2022.