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IndexIQ Advisors’s Peapack-Gladstone Financial PGC Stock Holding History

IndexIQ 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
2022
Q1 		$393K Sell
11,316
-2,360
-17% -$86.9K 0.01% 802
2021
Q4 		$484K Sell
13,676
-884
-6% -$30.3K 0.02% 601
2021
Q3 		$486K Buy
14,560
+1,459
+11% +$47K 0.02% 576
2021
Q2 		$407K Buy
13,101
+208
+2% +$6.71K 0.01% 679
2021
Q1 		$398K Buy
12,893
+1,225
+10% +$33.6K 0.01% 766
2020
Q4 		$266K Buy
11,668
+1,204
+12% +$23.8K 0.01% 760
2020
Q3 		$159K Buy
10,464
+567
+6% +$9.51K 0.01% 814
2020
Q2 		$185K Sell
9,897
-992
-9% -$17.6K 0.01% 666
2020
Q1 		$195K Buy
+10,889
New +$288K 0.01% 339
2019
Q1 		– Sell
-62,939
Closed -$1.58M – 658
2018
Q4 		$1.58M Sell
62,939
-5,143
-8% -$142K 0.04% 310
2018
Q3 		$2.1M Buy
68,082
+2,571
+4% +$85.8K 0.07% 322
2018
Q2 		$2.27M Buy
65,511
+5,248
+9% +$179K 0.07% 293
2018
Q1 		$2.01M Buy
60,263
+12,665
+27% +$443K 0.06% 289
2017
Q4 		$1.67M Buy
47,598
+18,306
+62% +$626K 0.06% 201
2017
Q3 		$988K Buy
29,292
+13,292
+83% +$418K 0.04% 240
2017
Q2 		$501K Buy
+16,000
New +$491K 0.02% 289

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
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
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PTC
Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return

IndexIQ Advisors's PGC Position: Q1 2022 in Review

IndexIQ Advisors reduced its Peapack-Gladstone Financial (PGC) stake by 17% in Q1 2022, selling an estimated $86.9K and leaving 11,316 shares worth $393K. The position accounts for 0.01% of the portfolio, ranked #802.

IndexIQ Advisors first reported a position in PGC in Q2 2017 and has held it in 16 quarters since. The position peaked at $2.27M in Q2 2018. 122 funds tracked by Wall St. Rank hold PGC as of Q1 2022.

  • IndexIQ Advisors held 11,316 shares of Peapack-Gladstone Financial worth $393K as of Q1 2022.
  • IndexIQ Advisors sold 2,360 Peapack-Gladstone Financial shares in Q1 2022, an estimated $86.9K.
  • Peapack-Gladstone Financial made up 0.01% of IndexIQ Advisors's portfolio in Q1 2022, its #802 holding.
  • IndexIQ Advisors first reported a position in Peapack-Gladstone Financial in Q2 2017 and has held it in 16 quarters since.
  • IndexIQ Advisors's Peapack-Gladstone Financial position peaked at $2.27M in Q2 2018.
  • 122 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.