People's United Financial’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

People's United Financial’s Portfolio PBE Stock Details PBE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$1.26M	Sell	20,260 -1,290	-6%	-$78.7K	0.04%	291
2021 Q4	$1.53M	Hold	21,550	–	–	0.04%	280
2021 Q3	$1.61M	Hold	21,550	–	–	0.04%	286
2021 Q2	$1.67M	Hold	21,550	–	–	0.04%	284
2021 Q1	$1.59M	Buy	21,550 +370	+2%	+$28K	0.04%	283
2020 Q4	$1.49M	Hold	21,180	–	–	0.04%	276
2020 Q3	$1.2M	Hold	21,180	–	–	0.03%	275
2020 Q2	$1.23M	Hold	21,180	–	–	0.04%	261
2020 Q1	$985K	Hold	21,180	–	–	0.03%	271
2019 Q4	$1.18M	Hold	21,180	–	–	0.03%	331
2019 Q3	$1M	Sell	21,180 -25	-0.1%	-$1.28K	0.03%	368
2019 Q2	$1.14M	Buy	21,205 +75	+0.4%	+$3.89K	0.03%	364
2019 Q1	$1.17M	Hold	21,130	–	–	0.04%	353
2018 Q4	$995K	Sell	21,130 -700	-3%	-$36K	0.03%	358
2018 Q3	$1.3M	Sell	21,830 -100	-0.5%	-$5.83K	0.04%	297
2018 Q2	$1.2M	Sell	21,930 -1,200	-5%	-$61K	0.03%	394
2018 Q1	$1.14M	Sell	23,130 -100	-0.4%	-$5.1K	0.04%	337
2017 Q4	$1.1M	Sell	23,230 -65	-0.3%	-$3.05K	0.03%	358
2017 Q3	$1.16M	Sell	23,295 -30	-0.1%	-$1.42K	0.04%	321
2017 Q2	$1.06M	Sell	23,325 -300	-1%	-$12.9K	0.04%	342
2017 Q1	$999K	Sell	23,625 -1,000	-4%	-$41.9K	0.03%	343
2016 Q4	$956K	Sell	24,625 -75	-0.3%	-$3.03K	0.04%	340
2016 Q3	$1.04M	Hold	24,700	–	–	0.05%	233
2016 Q2	$914K	Hold	24,700	–	–	0.05%	251
2016 Q1	$946K	Sell	24,700 -300	-1%	-$11.7K	0.05%	252
2015 Q4	$1.26M	Sell	25,000 -350	-1%	-$17.3K	0.07%	213
2015 Q3	$1.16M	Hold	25,350	–	–	0.07%	222
2015 Q2	$1.48M	Sell	25,350 -1,250	-5%	-$71.5K	0.08%	209
2015 Q1	$1.47M	Buy	+26,600	New	+$1.44M	0.07%	210

Other funds holding PBE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AWA

Artemis Wealth Advisors New York $662M AUM 39.67% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return

IFWM

Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return

People's United Financial's PBE Position: Q1 2022 in Review

People's United Financial reduced its Invesco Biotechnology & Genome ETF (PBE) stake by 6% in Q1 2022, selling an estimated $78.7K and leaving 20,260 shares worth $1.26M. The position accounts for 0.04% of the portfolio, ranked #291.

People's United Financial first reported a position in PBE in Q1 2015 and has held it in 29 quarters since. The position peaked at $1.67M in Q2 2021. 89 funds tracked by Wall St. Rank hold PBE as of Q1 2022.

People's United Financial held 20,260 shares of Invesco Biotechnology & Genome ETF worth $1.26M as of Q1 2022.
People's United Financial sold 1,290 Invesco Biotechnology & Genome ETF shares in Q1 2022, an estimated $78.7K.
Invesco Biotechnology & Genome ETF made up 0.04% of People's United Financial's portfolio in Q1 2022, its #291 holding.
People's United Financial first reported a position in Invesco Biotechnology & Genome ETF in Q1 2015 and has held it in 29 quarters since.
People's United Financial's Invesco Biotechnology & Genome ETF position peaked at $1.67M in Q2 2021.
89 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q1 2022.

Based on People's United Financial's 13F filing for Q1 2022, filed 10 May 2022.