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PBCT

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

TrinityPoint Wealth’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
-13,463
Closed -$269K – 322
2022
Q1 		$269K Hold
13,463
– – 0.05% 262
2021
Q4 		$240K Buy
13,463
+827
+7% +$14.7K 0.04% 278
2021
Q3 		$221K Buy
+12,636
New +$205K 0.04% 284
2020
Q2 		– Sell
-20,178
Closed -$223K – 216
2020
Q1 		$223K Sell
20,178
-8,824
-30% -$131K 0.09% 176
2019
Q4 		$490K Buy
29,002
+5
+0% +$82 0.17% 128
2019
Q3 		$486K Buy
28,997
+8,551
+42% +$134K 0.17% 129
2019
Q2 		$340K Buy
20,446
+335
+2% +$5.56K 0.16% 116
2019
Q1 		$331K Buy
20,111
+606
+3% +$10.1K 0.16% 123
2018
Q4 		$281K Buy
+19,505
New +$309K 0.17% 126

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

TrinityPoint Wealth's PBCT Position: Q2 2022 in Review

TrinityPoint Wealth sold out of People's United Financial Inc (PBCT) in Q2 2022, closing a stake of 13,463 shares — an estimated $269K sold.

TrinityPoint Wealth first reported a position in PBCT in Q4 2018 and held it in 9 quarters. The position peaked at $490K in Q4 2019. 5 funds tracked by Wall St. Rank hold PBCT as of Q2 2022.

  • TrinityPoint Wealth reported no remaining People's United Financial Inc position as of Q2 2022 after selling out during the quarter.
  • TrinityPoint Wealth sold 13,463 People's United Financial Inc shares in Q2 2022, an estimated $269K.
  • TrinityPoint Wealth first reported a position in People's United Financial Inc in Q4 2018 and held it in 9 quarters.
  • TrinityPoint Wealth's People's United Financial Inc position peaked at $490K in Q4 2019.
  • 5 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2022.

Based on TrinityPoint Wealth's 13F filing for Q2 2022, filed 5 Aug 2022.