SPIA
PBCT

Steward Partners Investment Advisory’s People's United Financial Inc PBCT Stock Holding History

Steward Partners Investment Advisory’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
-22,835
Closed -$456K – 3482
2022
Q1 		$456K Buy
22,835
+27
+0.1% +$551 0.01% 952
2021
Q4 		$406K Buy
22,808
+1,261
+6% +$22.5K 0.01% 1019
2021
Q3 		$376K Sell
21,547
-23
-0.1% -$374 0.01% 1018
2021
Q2 		$370K Sell
21,570
-2,896
-12% -$52.9K 0.01% 1065
2021
Q1 		$438K Sell
24,466
-2,044
-8% -$32.9K 0.01% 936
2020
Q4 		$343K Sell
26,510
-4,088
-13% -$49.1K 0.01% 869
2020
Q3 		$315K Sell
30,598
-3,313
-10% -$36K 0.01% 803
2020
Q2 		$392K Sell
33,911
-4,061
-11% -$47.2K 0.01% 695
2020
Q1 		$419K Sell
37,972
-2,958
-7% -$43.9K 0.02% 604
2019
Q4 		$691K Buy
40,930
+829
+2% +$13.6K 0.02% 544
2019
Q3 		$626K Buy
40,101
+4,017
+11% +$62.8K 0.02% 528
2019
Q2 		$605K Buy
36,084
+3,072
+9% +$51K 0.02% 512
2019
Q1 		$542K Sell
33,012
-1,816
-5% -$30.3K 0.02% 496
2018
Q4 		$502K Buy
34,828
+7,050
+25% +$112K 0.02% 482
2018
Q3 		$476K Buy
27,778
+4,963
+22% +$90.8K 0.02% 516
2018
Q2 		$413K Buy
22,815
+2,591
+13% +$48.2K 0.02% 503
2018
Q1 		$377K Sell
20,224
-1,106
-5% -$21.5K 0.03% 479
2017
Q4 		$398K Sell
21,330
-1,645
-7% -$30.5K 0.03% 408
2017
Q3 		$416K Buy
22,975
+756
+3% +$13K 0.04% 331
2017
Q2 		$392K Buy
22,219
+2,105
+10% +$36.6K 0.04% 310
2017
Q1 		$366K Buy
+20,114
New +$380K 0.06% 236

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

Steward Partners Investment Advisory's PBCT Position: Q2 2022 in Review

Steward Partners Investment Advisory sold out of People's United Financial Inc (PBCT) in Q2 2022, closing a stake of 22,835 shares — an estimated $456K sold.

Steward Partners Investment Advisory first reported a position in PBCT in Q1 2017 and held it in 21 quarters. The position peaked at $691K in Q4 2019. 5 funds tracked by Wall St. Rank hold PBCT as of Q2 2022.

  • Steward Partners Investment Advisory reported no remaining People's United Financial Inc position as of Q2 2022 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 22,835 People's United Financial Inc shares in Q2 2022, an estimated $456K.
  • Steward Partners Investment Advisory first reported a position in People's United Financial Inc in Q1 2017 and held it in 21 quarters.
  • Steward Partners Investment Advisory's People's United Financial Inc position peaked at $691K in Q4 2019.
  • 5 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2022.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2022, filed 4 Aug 2022.