First Manhattan
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First Manhattan’s Invesco Golden Dragon China ETF PGJ Stock Holding History

First Manhattan’s Portfolio PGJ Stock Details PGJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-1,182
Closed -$34K – 1639
2022
Q1 		$34K Sell
1,182
-4,734
-80% -$154K ﹤0.01% 1070
2021
Q4 		$215K Hold
5,916
– – ﹤0.01% 726
2021
Q3 		$249K Hold
5,916
– – ﹤0.01% 692
2021
Q2 		$362K Hold
5,916
– – ﹤0.01% 621
2021
Q1 		$375K Buy
5,916
+8
+0.1% +$580 ﹤0.01% 588
2020
Q4 		$377K Hold
5,908
– – ﹤0.01% 563
2020
Q3 		$311K Buy
5,908
+3
+0.1% +$156 ﹤0.01% 580
2020
Q2 		$288K Buy
5,905
+13
+0.2% +$555 ﹤0.01% 580
2020
Q1 		$221K Hold
5,892
– – ﹤0.01% 593
2019
Q4 		$245K Buy
5,892
+4
+0.1% +$155 ﹤0.01% 650
2019
Q3 		$209K Buy
5,888
+7
+0.1% +$255 ﹤0.01% 684
2019
Q2 		$219K Hold
5,881
– – ﹤0.01% 685
2019
Q1 		$237K Hold
5,881
– – ﹤0.01% 687
2018
Q4 		$185K Buy
5,881
+11
+0.2% +$372 ﹤0.01% 695
2018
Q3 		$226K Buy
5,870
+4
+0.1% +$166 ﹤0.01% 710
2018
Q2 		$270K Hold
5,866
– – ﹤0.01% 650
2018
Q1 		$270K Buy
5,866
+76
+1% +$3.65K ﹤0.01% 637
2017
Q4 		$259K Buy
5,790
+15
+0.3% +$662 ﹤0.01% 661
2017
Q3 		$249K Buy
5,775
+30
+0.5% +$1.26K ﹤0.01% 638
2017
Q2 		$216K Hold
5,745
– – ﹤0.01% 659
2017
Q1 		$195K Buy
5,745
+93
+2% +$2.99K ﹤0.01% 694
2016
Q4 		$161K Buy
5,652
+6
+0.1% +$188 ﹤0.01% 711
2016
Q3 		$187K Buy
5,646
+8
+0.1% +$249 ﹤0.01% 680
2016
Q2 		$159K Hold
5,638
– – ﹤0.01% 719
2016
Q1 		$169K Hold
5,638
– – ﹤0.01% 690
2015
Q4 		$185K Buy
+5,638
New +$174K ﹤0.01% 691

Other funds holding PGJ

APW
Axim Planning & Wealth Springboro, Ohio $82.4M AUM 28.66% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
PPW
Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

First Manhattan's PGJ Position: Q2 2022 in Review

First Manhattan sold out of Invesco Golden Dragon China ETF (PGJ) in Q2 2022, closing a stake of 1,182 shares — an estimated $34K sold.

First Manhattan first reported a position in PGJ in Q4 2015 and held it in 26 quarters. The position peaked at $377K in Q4 2020. 52 funds tracked by Wall St. Rank hold PGJ as of Q2 2022.

  • First Manhattan reported no remaining Invesco Golden Dragon China ETF position as of Q2 2022 after selling out during the quarter.
  • First Manhattan sold 1,182 Invesco Golden Dragon China ETF shares in Q2 2022, an estimated $34K.
  • First Manhattan first reported a position in Invesco Golden Dragon China ETF in Q4 2015 and held it in 26 quarters.
  • First Manhattan's Invesco Golden Dragon China ETF position peaked at $377K in Q4 2020.
  • 52 funds tracked by Wall St. Rank held Invesco Golden Dragon China ETF as of Q2 2022.

Based on First Manhattan's 13F filing for Q2 2022, filed 15 Aug 2022.