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

SOA 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
2022 Q2	–	Sell	-319	Closed	-$6K	–	1084
2022 Q1	$6K	Hold	319	–	–	﹤0.01%	677
2021 Q4	$5K	Hold	319	–	–	﹤0.01%	679
2021 Q3	$5K	Buy	319 +310	+3,444%	+$5.04K	﹤0.01%	699
2021 Q2	$0	Buy	9 +8	+800%	+$146	﹤0.01%	991
2021 Q1	$0	Hold	1	–	–	﹤0.01%	951
2020 Q4	$0	Buy	+1	New	+$12	﹤0.01%	907

Other funds holding PBCT

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

SOA Wealth Advisors's PBCT Position: Q2 2022 in Review

SOA Wealth Advisors sold out of People's United Financial Inc (PBCT) in Q2 2022, closing a stake of 319 shares — an estimated $6K sold.

SOA Wealth Advisors first reported a position in PBCT in Q4 2020 and held it in 6 quarters. The position peaked at $6K in Q1 2022. 5 funds tracked by Wall St. Rank hold PBCT as of Q2 2022.

SOA Wealth Advisors reported no remaining People's United Financial Inc position as of Q2 2022 after selling out during the quarter.
SOA Wealth Advisors sold 319 People's United Financial Inc shares in Q2 2022, an estimated $6K.
SOA Wealth Advisors first reported a position in People's United Financial Inc in Q4 2020 and held it in 6 quarters.
SOA Wealth Advisors's People's United Financial Inc position peaked at $6K in Q1 2022.
5 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2022.

Based on SOA Wealth Advisors's 13F filing for Q2 2022, filed 13 Jul 2022.