WWMSC
PBCT

Wagner Wealth Management (South Carolina)’s People's United Financial Inc PBCT Stock Holding History

Wagner Wealth Management (South Carolina)’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
-39,758
Closed -$795K – 739
2022
Q1 		$795K Sell
39,758
-24,827
-38% -$507K 0.56% 47
2021
Q4 		$1.15M Hold
64,585
– – 0.88% 27
2021
Q3 		$1.11M Buy
64,585
+1,330
+2% +$21.6K 0.88% 28
2021
Q2 		$1.08M Sell
63,255
-700
-1% -$12.8K 0.78% 33
2021
Q1 		$1.15M Buy
63,955
+6,260
+11% +$101K 0.9% 27
2020
Q4 		$746K Buy
+57,695
New +$693K 0.71% 43

Other funds holding PBCT

Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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 $683M AUM 22.58% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s PBCT Position: Q2 2022 in Review

Wagner Wealth Management (South Carolina) sold out of People's United Financial Inc (PBCT) in Q2 2022, closing a stake of 39,758 shares — an estimated $795K sold.

Wagner Wealth Management (South Carolina) first reported a position in PBCT in Q4 2020 and held it in 6 quarters. The position peaked at $1.15M in Q4 2021. 5 funds tracked by Wall St. Rank hold PBCT as of Q2 2022.

  • Wagner Wealth Management (South Carolina) reported no remaining People's United Financial Inc position as of Q2 2022 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 39,758 People's United Financial Inc shares in Q2 2022, an estimated $795K.
  • Wagner Wealth Management (South Carolina) first reported a position in People's United Financial Inc in Q4 2020 and held it in 6 quarters.
  • Wagner Wealth Management (South Carolina)'s People's United Financial Inc position peaked at $1.15M in Q4 2021.
  • 5 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2022, filed 11 Aug 2022.