T
PBCT

TCWP’s People's United Financial Inc PBCT Stock Holding History

TCWP’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
-652
Closed -$13K – 1974
2022
Q1 		$13K Buy
+652
New +$13.3K ﹤0.01% 825

Other funds holding PBCT

Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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 $567M AUM 16.01% 1-Year Est. Return

TCWP's PBCT Position: Q2 2022 in Review

TCWP sold out of People's United Financial Inc (PBCT) in Q2 2022, closing a stake of 652 shares — an estimated $13K sold.

TCWP first reported a position in PBCT in Q1 2022 and held it in 1 quarter. The position peaked at $13K in Q1 2022. 5 funds tracked by Wall St. Rank hold PBCT as of Q2 2022.

  • TCWP reported no remaining People's United Financial Inc position as of Q2 2022 after selling out during the quarter.
  • TCWP sold 652 People's United Financial Inc shares in Q2 2022, an estimated $13K.
  • TCWP first reported a position in People's United Financial Inc in Q1 2022 and held it in 1 quarter.
  • TCWP's People's United Financial Inc position peaked at $13K in Q1 2022.
  • 5 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.