SWA
PBCT

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

Sax 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
Q4 		– Sell
-22,425
Closed -$392K – 188
2021
Q3 		$392K Hold
22,425
– – 0.09% 113
2021
Q2 		$384K Hold
22,425
– – 0.13% 109
2021
Q1 		$401K Hold
22,425
– – 0.15% 98
2020
Q4 		$290K Buy
+22,425
New +$270K 0.13% 101

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

Sax Wealth Advisors's PBCT Position: Q4 2021 in Review

Sax Wealth Advisors sold out of People's United Financial Inc (PBCT) in Q4 2021, closing a stake of 22,425 shares — an estimated $392K sold.

Sax Wealth Advisors first reported a position in PBCT in Q4 2020 and held it in 4 quarters. The position peaked at $401K in Q1 2021. 503 funds tracked by Wall St. Rank hold PBCT as of Q4 2021.

  • Sax Wealth Advisors reported no remaining People's United Financial Inc position as of Q4 2021 after selling out during the quarter.
  • Sax Wealth Advisors sold 22,425 People's United Financial Inc shares in Q4 2021, an estimated $392K.
  • Sax Wealth Advisors first reported a position in People's United Financial Inc in Q4 2020 and held it in 4 quarters.
  • Sax Wealth Advisors's People's United Financial Inc position peaked at $401K in Q1 2021.
  • 503 funds tracked by Wall St. Rank held People's United Financial Inc as of Q4 2021.

Based on Sax Wealth Advisors's 13F filing for Q4 2021, filed 7 Feb 2022.