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Capital Performance Advisors’s Peapack-Gladstone Financial PGC Stock Holding History

Capital Performance Advisors’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
2024
Q4 		– Sell
-13
Closed -$356 – 1964
2024
Q3 		$356 Buy
+13
New +$341 ﹤0.01% 2402

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PGFC
Peapack-Gladstone Financial Corp Bedminster, New Jersey $7.82B AUM 21.06% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
SVBP
Strategic Value Bank Partners Cleveland, Ohio $186M AUM 18.51% 1-Year Est. Return

Capital Performance Advisors's PGC Position: Q4 2024 in Review

Capital Performance Advisors sold out of Peapack-Gladstone Financial (PGC) in Q4 2024, closing a stake of 13 shares — an estimated $356 sold.

Capital Performance Advisors first reported a position in PGC in Q3 2024 and held it in 1 quarter. The position peaked at $356 in Q3 2024. 137 funds tracked by Wall St. Rank hold PGC as of Q4 2024.

  • Capital Performance Advisors reported no remaining Peapack-Gladstone Financial position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 13 Peapack-Gladstone Financial shares in Q4 2024, an estimated $356.
  • Capital Performance Advisors first reported a position in Peapack-Gladstone Financial in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Peapack-Gladstone Financial position peaked at $356 in Q3 2024.
  • 137 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.