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

Spire Wealth Management’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	-3,960	Closed	-$79K	–	2891
2022 Q1	$79K	Sell	3,960 -414	-9%	-$8.45K	﹤0.01%	1264
2021 Q4	$78K	Sell	4,374 -4,692	-52%	-$83.7K	﹤0.01%	1520
2021 Q3	$158K	Sell	9,066 -556	-6%	-$9.03K	﹤0.01%	1008
2021 Q2	$165K	Buy	9,622 +811	+9%	+$14.8K	﹤0.01%	999
2021 Q1	$158K	Buy	+8,811	New	+$142K	﹤0.01%	1174

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 $683M AUM 22.58% 1-Year Est. Return

Spire Wealth Management's PBCT Position: Q2 2022 in Review

Spire Wealth Management sold out of People's United Financial Inc (PBCT) in Q2 2022, closing a stake of 3,960 shares — an estimated $79K sold.

Spire Wealth Management first reported a position in PBCT in Q1 2021 and held it in 5 quarters. The position peaked at $165K in Q2 2021. 5 funds tracked by Wall St. Rank hold PBCT as of Q2 2022.

Spire Wealth Management reported no remaining People's United Financial Inc position as of Q2 2022 after selling out during the quarter.
Spire Wealth Management sold 3,960 People's United Financial Inc shares in Q2 2022, an estimated $79K.
Spire Wealth Management first reported a position in People's United Financial Inc in Q1 2021 and held it in 5 quarters.
Spire Wealth Management's People's United Financial Inc position peaked at $165K in Q2 2021.
5 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2022.

Based on Spire Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.