PFGIA
PBCT

Patriot Financial Group Insurance Agency’s People's United Financial Inc PBCT Stock Holding History

Patriot Financial Group Insurance Agency’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
-55,885
Closed -$1.12M – 2240
2022
Q1 		$1.12M Sell
55,885
-12,182
-18% -$249K 0.2% 115
2021
Q4 		$1.21M Sell
68,067
-200
-0.3% -$3.57K 0.2% 117
2021
Q3 		$1.19M Sell
68,267
-82
-0.1% -$1.33K 0.21% 113
2021
Q2 		$1.17M Buy
68,349
+88
+0.1% +$1.61K 0.21% 113
2021
Q1 		$1.22M Buy
68,261
+571
+0.8% +$9.19K 0.28% 78
2020
Q4 		$875K Sell
67,690
-223
-0.3% -$2.68K 0.22% 106
2020
Q3 		$700K Sell
67,913
-250
-0.4% -$2.72K 0.23% 95
2020
Q2 		$789K Sell
68,163
-2,037
-3% -$23.7K 0.3% 77
2020
Q1 		$776K Sell
70,200
-5,393
-7% -$80.1K 0.35% 60
2019
Q4 		$1.28M Buy
75,593
+55,368
+274% +$907K 0.48% 37
2019
Q3 		$316K Sell
20,225
-482
-2% -$7.54K 0.14% 137
2019
Q2 		$344K Buy
20,707
+65
+0.3% +$1.08K 0.15% 125
2019
Q1 		$339K Buy
20,642
+5,997
+41% +$99.9K 0.17% 106
2018
Q4 		$211K Buy
14,645
+14,395
+5,758% +$228K 0.14% 125
2018
Q3 		$4K Hold
250
– – ﹤0.01% 799
2018
Q2 		$5K Buy
+250
New +$4.65K 0.01% 495
2018
Q1 		– Sell
-264
Closed -$5K – 996
2017
Q4 		$5K Hold
264
– – ﹤0.01% 744
2017
Q3 		$5K Hold
264
– – ﹤0.01% 711
2017
Q2 		$5K Hold
264
– – 0.01% 695
2017
Q1 		$5K Hold
264
– – 0.01% 642
2016
Q4 		$5K Buy
+264
New +$4.67K 0.01% 580

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

Patriot Financial Group Insurance Agency's PBCT Position: Q2 2022 in Review

Patriot Financial Group Insurance Agency sold out of People's United Financial Inc (PBCT) in Q2 2022, closing a stake of 55,885 shares — an estimated $1.12M sold.

Patriot Financial Group Insurance Agency first reported a position in PBCT in Q4 2016 and held it in 21 quarters. The position peaked at $1.28M in Q4 2019. 5 funds tracked by Wall St. Rank hold PBCT as of Q2 2022.

  • Patriot Financial Group Insurance Agency reported no remaining People's United Financial Inc position as of Q2 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 55,885 People's United Financial Inc shares in Q2 2022, an estimated $1.12M.
  • Patriot Financial Group Insurance Agency first reported a position in People's United Financial Inc in Q4 2016 and held it in 21 quarters.
  • Patriot Financial Group Insurance Agency's People's United Financial Inc position peaked at $1.28M in Q4 2019.
  • 5 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2022, filed 29 Jul 2022.