SW
PBCT

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

SlateStone Wealth’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
-208,574
Closed -$4.17M – 205
2022
Q1 		$4.17M Sell
208,574
-18,880
-8% -$385K 0.93% 21
2021
Q4 		$4.05M Buy
+227,454
New +$4.06M 0.87% 27

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 $567M AUM 16.01% 1-Year Est. Return

SlateStone Wealth's PBCT Position: Q2 2022 in Review

SlateStone Wealth sold out of People's United Financial Inc (PBCT) in Q2 2022, closing a stake of 208,574 shares — an estimated $4.17M sold.

SlateStone Wealth first reported a position in PBCT in Q4 2021 and held it in 2 quarters. The position peaked at $4.17M in Q1 2022. 5 funds tracked by Wall St. Rank hold PBCT as of Q2 2022.

  • SlateStone Wealth reported no remaining People's United Financial Inc position as of Q2 2022 after selling out during the quarter.
  • SlateStone Wealth sold 208,574 People's United Financial Inc shares in Q2 2022, an estimated $4.17M.
  • SlateStone Wealth first reported a position in People's United Financial Inc in Q4 2021 and held it in 2 quarters.
  • SlateStone Wealth's People's United Financial Inc position peaked at $4.17M in Q1 2022.
  • 5 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2022.

Based on SlateStone Wealth's 13F filing for Q2 2022, filed 4 Aug 2022.