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

Vest Financial’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	-445,316	Closed	-$8.9M	–	65
2022 Q1	$8.9M	Buy	445,316 +82,069	+23%	+$1.68M	1.62%	20
2021 Q4	$6.47M	Buy	363,247 +19,676	+6%	+$351K	1.41%	59
2021 Q3	$6M	Buy	343,571 +119,867	+54%	+$1.95M	1.83%	2
2021 Q2	$3.83M	Buy	223,704 +46,870	+27%	+$856K	1.45%	52
2021 Q1	$3.17M	Sell	176,834 -10,761	-6%	-$173K	1.82%	2
2020 Q4	$2.43M	Buy	+187,595	New	+$2.25M	1.63%	15

Other funds holding PBCT

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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

Vest Financial's PBCT Position: Q2 2022 in Review

Vest Financial sold out of People's United Financial Inc (PBCT) in Q2 2022, closing a stake of 445,316 shares — an estimated $8.9M sold.

Vest Financial first reported a position in PBCT in Q4 2020 and held it in 6 quarters. The position peaked at $8.9M in Q1 2022. 5 funds tracked by Wall St. Rank hold PBCT as of Q2 2022.

Vest Financial reported no remaining People's United Financial Inc position as of Q2 2022 after selling out during the quarter.
Vest Financial sold 445,316 People's United Financial Inc shares in Q2 2022, an estimated $8.9M.
Vest Financial first reported a position in People's United Financial Inc in Q4 2020 and held it in 6 quarters.
Vest Financial's People's United Financial Inc position peaked at $8.9M in Q1 2022.
5 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2022.

Based on Vest Financial's 13F filing for Q2 2022, filed 12 Aug 2022.