TrueWealth Advisors’s People's United Financial Inc PBCT Stock Holding History

TrueWealth Advisors’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	-10,000	Closed	-$178K	–	203
2022 Q1	$178K	Hold	10,000	–	–	0.08%	178
2021 Q4	$178K	Hold	10,000	–	–	0.08%	178
2021 Q3	$175K	Hold	10,000	–	–	0.1%	138
2021 Q2	$171K	Hold	10,000	–	–	0.1%	131
2021 Q1	$174K	Hold	10,000	–	–	0.11%	124
2020 Q4	$141K	Buy	+10,000	New	+$120K	0.12%	83

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 $567M AUM 16.01% 1-Year Est. Return

TrueWealth Advisors's PBCT Position: Q2 2022 in Review

TrueWealth Advisors sold out of People's United Financial Inc (PBCT) in Q2 2022, closing a stake of 10,000 shares — an estimated $178K sold.

TrueWealth Advisors first reported a position in PBCT in Q4 2020 and held it in 6 quarters. The position peaked at $178K in Q1 2022. 5 funds tracked by Wall St. Rank hold PBCT as of Q2 2022.

TrueWealth Advisors reported no remaining People's United Financial Inc position as of Q2 2022 after selling out during the quarter.
TrueWealth Advisors sold 10,000 People's United Financial Inc shares in Q2 2022, an estimated $178K.
TrueWealth Advisors first reported a position in People's United Financial Inc in Q4 2020 and held it in 6 quarters.
TrueWealth Advisors's People's United Financial Inc position peaked at $178K in Q1 2022.
5 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2022.

Based on TrueWealth Advisors's 13F filing for Q2 2022, filed 27 Jul 2022.