SFSG
PBCT

Sound Financial Strategies Group’s People's United Financial Inc PBCT Stock Holding History

Sound Financial Strategies 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
-82,515
Closed -$1.65M – 73
2022
Q1 		$1.65M Buy
82,515
+48,140
+140% +$983K 0.91% 13
2021
Q4 		$613K Sell
34,375
-793
-2% -$14.1K 0.31% 65
2021
Q3 		$614K Buy
35,168
+57
+0.2% +$926 0.31% 50
2021
Q2 		$602K Buy
35,111
+954
+3% +$17.4K 0.3% 72
2021
Q1 		$611K Buy
+34,157
New +$550K 0.31% 35

Other funds holding PBCT

Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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

Sound Financial Strategies Group's PBCT Position: Q2 2022 in Review

Sound Financial Strategies Group sold out of People's United Financial Inc (PBCT) in Q2 2022, closing a stake of 82,515 shares — an estimated $1.65M sold.

Sound Financial Strategies Group first reported a position in PBCT in Q1 2021 and held it in 5 quarters. The position peaked at $1.65M in Q1 2022. 5 funds tracked by Wall St. Rank hold PBCT as of Q2 2022.

  • Sound Financial Strategies Group reported no remaining People's United Financial Inc position as of Q2 2022 after selling out during the quarter.
  • Sound Financial Strategies Group sold 82,515 People's United Financial Inc shares in Q2 2022, an estimated $1.65M.
  • Sound Financial Strategies Group first reported a position in People's United Financial Inc in Q1 2021 and held it in 5 quarters.
  • Sound Financial Strategies Group's People's United Financial Inc position peaked at $1.65M in Q1 2022.
  • 5 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2022.

Based on Sound Financial Strategies Group's 13F filing for Q2 2022, filed 25 Jul 2022.