Pasadena Private Wealth’s People's United Financial Inc PBCT Stock Holding History

Pasadena Private Wealth’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	-12,000	Closed	-$240K	–	121
2022 Q1	$240K	Hold	12,000	–	–	0.08%	77
2021 Q4	$214K	Buy	+12,000	New	+$214K	0.07%	100

Other funds holding PBCT

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

BCMLT

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return

Pasadena Private Wealth's PBCT Position: Q2 2022 in Review

Pasadena Private Wealth sold out of People's United Financial Inc (PBCT) in Q2 2022, closing a stake of 12,000 shares — an estimated $240K sold.

Pasadena Private Wealth first reported a position in PBCT in Q4 2021 and held it in 2 quarters. The position peaked at $240K in Q1 2022. 5 funds tracked by Wall St. Rank hold PBCT as of Q2 2022.

Pasadena Private Wealth reported no remaining People's United Financial Inc position as of Q2 2022 after selling out during the quarter.
Pasadena Private Wealth sold 12,000 People's United Financial Inc shares in Q2 2022, an estimated $240K.
Pasadena Private Wealth first reported a position in People's United Financial Inc in Q4 2021 and held it in 2 quarters.
Pasadena Private Wealth's People's United Financial Inc position peaked at $240K in Q1 2022.
5 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2022.

Based on Pasadena Private Wealth's 13F filing for Q2 2022, filed 8 Aug 2022.