Syverson Strege & Co’s People's United Financial Inc PBCT Stock Holding History

Syverson Strege & Co’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	-320	Closed	-$6K	–	357
2022 Q1	$6K	Sell	320 -97	-23%	-$1.98K	0.01%	236
2021 Q4	$7K	Buy	417 +3	+0.7%	+$53	0.01%	224
2021 Q3	$7K	Buy	414 +3	+0.7%	+$49	0.01%	290
2021 Q2	$7K	Buy	411 +3	+0.7%	+$55	0.01%	217
2021 Q1	$7K	Buy	408 +104	+34%	+$1.67K	0.01%	211
2020 Q4	$4K	Buy	+304	New	+$3.65K	﹤0.01%	208

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

Syverson Strege & Co's PBCT Position: Q2 2022 in Review

Syverson Strege & Co sold out of People's United Financial Inc (PBCT) in Q2 2022, closing a stake of 320 shares — an estimated $6K sold.

Syverson Strege & Co first reported a position in PBCT in Q4 2020 and held it in 6 quarters. The position peaked at $7K in Q4 2021. 5 funds tracked by Wall St. Rank hold PBCT as of Q2 2022.

Syverson Strege & Co reported no remaining People's United Financial Inc position as of Q2 2022 after selling out during the quarter.
Syverson Strege & Co sold 320 People's United Financial Inc shares in Q2 2022, an estimated $6K.
Syverson Strege & Co first reported a position in People's United Financial Inc in Q4 2020 and held it in 6 quarters.
Syverson Strege & Co's People's United Financial Inc position peaked at $7K in Q4 2021.
5 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2022.

Based on Syverson Strege & Co's 13F filing for Q2 2022, filed 11 Aug 2022.