HWP
PGJ icon

Hibernia Wealth Partners’s Invesco Golden Dragon China ETF PGJ Stock Holding History

Hibernia Wealth Partners’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
2023
Q4 		– Sell
-84
Closed -$2.28K – 257
2023
Q3 		$2.28K Buy
+84
New +$2.38K ﹤0.01% 247

Other funds holding PGJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SCM
Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GEM
Global Endowment Management Charlotte, North Carolina $896M AUM 13.86% 1-Year Est. Return

Hibernia Wealth Partners's PGJ Position: Q4 2023 in Review

Hibernia Wealth Partners sold out of Invesco Golden Dragon China ETF (PGJ) in Q4 2023, closing a stake of 84 shares — an estimated $2.28K sold.

Hibernia Wealth Partners first reported a position in PGJ in Q3 2023 and held it in 1 quarter. The position peaked at $2.28K in Q3 2023. 50 funds tracked by Wall St. Rank hold PGJ as of Q4 2023.

  • Hibernia Wealth Partners reported no remaining Invesco Golden Dragon China ETF position as of Q4 2023 after selling out during the quarter.
  • Hibernia Wealth Partners sold 84 Invesco Golden Dragon China ETF shares in Q4 2023, an estimated $2.28K.
  • Hibernia Wealth Partners first reported a position in Invesco Golden Dragon China ETF in Q3 2023 and held it in 1 quarter.
  • Hibernia Wealth Partners's Invesco Golden Dragon China ETF position peaked at $2.28K in Q3 2023.
  • 50 funds tracked by Wall St. Rank held Invesco Golden Dragon China ETF as of Q4 2023.

Based on Hibernia Wealth Partners's 13F filing for Q4 2023, filed 19 Jan 2024.