WJWM
PBCT

Williams Jones Wealth Management’s People's United Financial Inc PBCT Stock Holding History

Williams Jones Wealth 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
-11,000
Closed -$220K – 616
2022
Q1 		$220K Hold
11,000
– – ﹤0.01% 472
2021
Q4 		$196K Buy
11,000
+1,000
+10% +$17.8K ﹤0.01% 466
2021
Q3 		$175K Hold
10,000
– – ﹤0.01% 458
2021
Q2 		$171K Hold
10,000
– – ﹤0.01% 468
2021
Q1 		$179K Hold
10,000
– – ﹤0.01% 462
2020
Q4 		$129K Sell
10,000
-233
-2% -$2.8K ﹤0.01% 449
2020
Q3 		$106K Hold
10,233
– – ﹤0.01% 415
2020
Q2 		$118K Hold
10,233
– – ﹤0.01% 392
2020
Q1 		$113K Hold
10,233
– – ﹤0.01% 355
2019
Q4 		$173K Hold
10,233
– – ﹤0.01% 418
2019
Q3 		$160K Buy
+10,233
New +$160K ﹤0.01% 403

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 $683M AUM 22.58% 1-Year Est. Return

Williams Jones Wealth Management's PBCT Position: Q2 2022 in Review

Williams Jones Wealth Management sold out of People's United Financial Inc (PBCT) in Q2 2022, closing a stake of 11,000 shares — an estimated $220K sold.

Williams Jones Wealth Management first reported a position in PBCT in Q3 2019 and held it in 11 quarters. The position peaked at $220K in Q1 2022. 5 funds tracked by Wall St. Rank hold PBCT as of Q2 2022.

  • Williams Jones Wealth Management reported no remaining People's United Financial Inc position as of Q2 2022 after selling out during the quarter.
  • Williams Jones Wealth Management sold 11,000 People's United Financial Inc shares in Q2 2022, an estimated $220K.
  • Williams Jones Wealth Management first reported a position in People's United Financial Inc in Q3 2019 and held it in 11 quarters.
  • Williams Jones Wealth Management's People's United Financial Inc position peaked at $220K in Q1 2022.
  • 5 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2022.

Based on Williams Jones Wealth Management's 13F filing for Q2 2022, filed 15 Aug 2022.