RPWA
PBCT

Regent Peak Wealth Advisors’s People's United Financial Inc PBCT Stock Holding History

Regent Peak Wealth Advisors’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
2021
Q1 		– Sell
-429
Closed -$6K – 1117
2020
Q4 		$6K Buy
+429
New +$5.16K ﹤0.01% 652

Other funds holding PBCT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

Regent Peak Wealth Advisors's PBCT Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of People's United Financial Inc (PBCT) in Q1 2021, closing a stake of 429 shares — an estimated $6K sold.

Regent Peak Wealth Advisors first reported a position in PBCT in Q4 2020 and held it in 1 quarter. The position peaked at $6K in Q4 2020. 484 funds tracked by Wall St. Rank hold PBCT as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining People's United Financial Inc position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 429 People's United Financial Inc shares in Q1 2021, an estimated $6K.
  • Regent Peak Wealth Advisors first reported a position in People's United Financial Inc in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's People's United Financial Inc position peaked at $6K in Q4 2020.
  • 484 funds tracked by Wall St. Rank held People's United Financial Inc as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.