VPIM
PBCT

Vanguard Personalized Indexing Management’s People's United Financial Inc PBCT Stock Holding History

Vanguard Personalized Indexing Management’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
-63,079
Closed -$1.26M – 1355
2022
Q1 		$1.26M Buy
63,079
+5,092
+9% +$104K 0.06% 335
2021
Q4 		$1.03M Buy
57,987
+29,275
+102% +$522K 0.06% 372
2021
Q3 		$502K Buy
+28,712
New +$467K 0.05% 512

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

Vanguard Personalized Indexing Management's PBCT Position: Q2 2022 in Review

Vanguard Personalized Indexing Management sold out of People's United Financial Inc (PBCT) in Q2 2022, closing a stake of 63,079 shares — an estimated $1.26M sold.

Vanguard Personalized Indexing Management first reported a position in PBCT in Q3 2021 and held it in 3 quarters. The position peaked at $1.26M in Q1 2022. 5 funds tracked by Wall St. Rank hold PBCT as of Q2 2022.

  • Vanguard Personalized Indexing Management reported no remaining People's United Financial Inc position as of Q2 2022 after selling out during the quarter.
  • Vanguard Personalized Indexing Management sold 63,079 People's United Financial Inc shares in Q2 2022, an estimated $1.26M.
  • Vanguard Personalized Indexing Management first reported a position in People's United Financial Inc in Q3 2021 and held it in 3 quarters.
  • Vanguard Personalized Indexing Management's People's United Financial Inc position peaked at $1.26M in Q1 2022.
  • 5 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2022.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2022, filed 9 Aug 2022.