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Dorsey Wright & Associates’s Peapack-Gladstone Financial PGC Stock Holding History

Dorsey Wright & Associates’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
Q2 		– Sell
-600
Closed -$17.8K – 339
2023
Q1 		$17.8K Sell
600
-66
-10% -$2.34K 0.01% 256
2022
Q4 		$24.8K Buy
+666
New +$25.4K 0.01% 218
2022
Q2 		$32K Sell
1,084
-66
-6% -$2.11K 0.01% 244
2022
Q1 		$40K Buy
+1,150
New +$42.3K 0.01% 255

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SVBP
Strategic Value Bank Partners Cleveland, Ohio $186M AUM 18.51% 1-Year Est. Return

Dorsey Wright & Associates's PGC Position: Q2 2023 in Review

Dorsey Wright & Associates sold out of Peapack-Gladstone Financial (PGC) in Q2 2023, closing a stake of 600 shares — an estimated $17.8K sold.

Dorsey Wright & Associates first reported a position in PGC in Q1 2022 and held it in 4 quarters. The position peaked at $40K in Q1 2022. 124 funds tracked by Wall St. Rank hold PGC as of Q2 2023.

  • Dorsey Wright & Associates reported no remaining Peapack-Gladstone Financial position as of Q2 2023 after selling out during the quarter.
  • Dorsey Wright & Associates sold 600 Peapack-Gladstone Financial shares in Q2 2023, an estimated $17.8K.
  • Dorsey Wright & Associates first reported a position in Peapack-Gladstone Financial in Q1 2022 and held it in 4 quarters.
  • Dorsey Wright & Associates's Peapack-Gladstone Financial position peaked at $40K in Q1 2022.
  • 124 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q2 2023.

Based on Dorsey Wright & Associates's 13F filing for Q2 2023, filed 26 Jul 2023.