Corient Private Wealth
PGC icon

Corient Private Wealth’s Peapack-Gladstone Financial PGC Stock Holding History

Corient Private Wealth’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
Q3 		– Sell
-13,733
Closed -$311K – 2541
2024
Q2 		$311K Sell
13,733
-2,228
-14% -$50.5K ﹤0.01% 1885
2024
Q1 		$388K Buy
15,961
+304
+2% +$7.77K ﹤0.01% 1758
2023
Q4 		$467K Buy
+15,657
New +$407K ﹤0.01% 1646

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Corient Private Wealth's PGC Position: Q3 2024 in Review

Corient Private Wealth sold out of Peapack-Gladstone Financial (PGC) in Q3 2024, closing a stake of 13,733 shares — an estimated $311K sold.

Corient Private Wealth first reported a position in PGC in Q4 2023 and held it in 3 quarters. The position peaked at $467K in Q4 2023. 122 funds tracked by Wall St. Rank hold PGC as of Q3 2024.

  • Corient Private Wealth reported no remaining Peapack-Gladstone Financial position as of Q3 2024 after selling out during the quarter.
  • Corient Private Wealth sold 13,733 Peapack-Gladstone Financial shares in Q3 2024, an estimated $311K.
  • Corient Private Wealth first reported a position in Peapack-Gladstone Financial in Q4 2023 and held it in 3 quarters.
  • Corient Private Wealth's Peapack-Gladstone Financial position peaked at $467K in Q4 2023.
  • 122 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q3 2024.

Based on Corient Private Wealth's 13F filing for Q3 2024, filed 12 Nov 2024.