WP
PBCT

WealthPLAN Partners’s People's United Financial Inc PBCT Stock Holding History

WealthPLAN Partners’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
2021
Q2 		– Sell
-11,129
Closed -$206K – 368
2021
Q1 		$206K Sell
11,129
-1,668
-13% -$26.8K 0.02% 316
2020
Q4 		$188K Hold
12,797
– – 0.02% 318
2020
Q3 		$155K Hold
12,797
– – 0.02% 299
2020
Q2 		$144K Buy
+12,797
New +$149K 0.01% 294

Other funds holding PBCT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return

WealthPLAN Partners's PBCT Position: Q2 2021 in Review

WealthPLAN Partners sold out of People's United Financial Inc (PBCT) in Q2 2021, closing a stake of 11,129 shares — an estimated $206K sold.

WealthPLAN Partners first reported a position in PBCT in Q2 2020 and held it in 4 quarters. The position peaked at $206K in Q1 2021. 473 funds tracked by Wall St. Rank hold PBCT as of Q2 2021.

  • WealthPLAN Partners reported no remaining People's United Financial Inc position as of Q2 2021 after selling out during the quarter.
  • WealthPLAN Partners sold 11,129 People's United Financial Inc shares in Q2 2021, an estimated $206K.
  • WealthPLAN Partners first reported a position in People's United Financial Inc in Q2 2020 and held it in 4 quarters.
  • WealthPLAN Partners's People's United Financial Inc position peaked at $206K in Q1 2021.
  • 473 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2021.

Based on WealthPLAN Partners's 13F filing for Q2 2021, filed 19 Aug 2021.