PPWM
PBCT

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

PFG Private Wealth Management’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
-203
Closed -$4K – 344
2022
Q1 		$4K Hold
203
– – ﹤0.01% 250
2021
Q4 		$4K Hold
203
– – ﹤0.01% 257
2021
Q3 		$4K Buy
+203
New +$3.3K ﹤0.01% 232

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 $683M AUM 22.58% 1-Year Est. Return

PFG Private Wealth Management's PBCT Position: Q2 2022 in Review

PFG Private Wealth Management sold out of People's United Financial Inc (PBCT) in Q2 2022, closing a stake of 203 shares — an estimated $4K sold.

PFG Private Wealth Management first reported a position in PBCT in Q3 2021 and held it in 3 quarters. The position peaked at $4K in Q1 2022. 5 funds tracked by Wall St. Rank hold PBCT as of Q2 2022.

  • PFG Private Wealth Management reported no remaining People's United Financial Inc position as of Q2 2022 after selling out during the quarter.
  • PFG Private Wealth Management sold 203 People's United Financial Inc shares in Q2 2022, an estimated $4K.
  • PFG Private Wealth Management first reported a position in People's United Financial Inc in Q3 2021 and held it in 3 quarters.
  • PFG Private Wealth Management's People's United Financial Inc position peaked at $4K in Q1 2022.
  • 5 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2022.

Based on PFG Private Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.