PWMG
PBCT

Prestige Wealth Management Group’s People's United Financial Inc PBCT Stock Holding History

Prestige Wealth Management Group’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
-101
Closed -$2K – 1113
2022
Q1 		$2K Buy
101
+74
+274% +$1.51K ﹤0.01% 830
2021
Q4 		$0 Hold
27
– – ﹤0.01% 1086
2021
Q3 		$0 Hold
27
– – ﹤0.01% 1074
2021
Q2 		$0 Hold
27
– – ﹤0.01% 1058
2021
Q1 		$0 Hold
27
– – ﹤0.01% 1062
2020
Q4 		$0 Buy
+27
New +$325 ﹤0.01% 1069
2019
Q1 		– Sell
-125
Closed -$2K – 1225
2018
Q4 		$2K Buy
+125
New +$1.98K ﹤0.01% 908

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

Prestige Wealth Management Group's PBCT Position: Q2 2022 in Review

Prestige Wealth Management Group sold out of People's United Financial Inc (PBCT) in Q2 2022, closing a stake of 101 shares — an estimated $2K sold.

Prestige Wealth Management Group first reported a position in PBCT in Q4 2018 and held it in 7 quarters. The position peaked at $2K in Q1 2022. 5 funds tracked by Wall St. Rank hold PBCT as of Q2 2022.

  • Prestige Wealth Management Group reported no remaining People's United Financial Inc position as of Q2 2022 after selling out during the quarter.
  • Prestige Wealth Management Group sold 101 People's United Financial Inc shares in Q2 2022, an estimated $2K.
  • Prestige Wealth Management Group first reported a position in People's United Financial Inc in Q4 2018 and held it in 7 quarters.
  • Prestige Wealth Management Group's People's United Financial Inc position peaked at $2K in Q1 2022.
  • 5 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2022.

Based on Prestige Wealth Management Group's 13F filing for Q2 2022, filed 10 Aug 2022.