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AXS Investments’s Peapack-Gladstone Financial PGC Stock Holding History

AXS Investments’s Portfolio PGC Stock Details PGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,815
Closed -$67.6K – 411
2022
Q4 		$67.6K Buy
+1,815
New +$69.3K 0.02% 263

Other funds holding PGC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PGFC
Peapack-Gladstone Financial Corp Bedminster, New Jersey $7.82B AUM 21.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AXS Investments's PGC Position: Q1 2023 in Review

AXS Investments sold out of Peapack-Gladstone Financial (PGC) in Q1 2023, closing a stake of 1,815 shares — an estimated $67.6K sold.

AXS Investments first reported a position in PGC in Q4 2022 and held it in 1 quarter. The position peaked at $67.6K in Q4 2022. 130 funds tracked by Wall St. Rank hold PGC as of Q1 2023.

  • AXS Investments reported no remaining Peapack-Gladstone Financial position as of Q1 2023 after selling out during the quarter.
  • AXS Investments sold 1,815 Peapack-Gladstone Financial shares in Q1 2023, an estimated $67.6K.
  • AXS Investments first reported a position in Peapack-Gladstone Financial in Q4 2022 and held it in 1 quarter.
  • AXS Investments's Peapack-Gladstone Financial position peaked at $67.6K in Q4 2022.
  • 130 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q1 2023.

Based on AXS Investments's 13F filing for Q1 2023, filed 12 May 2023.