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Peapack-Gladstone Financial Corp’s iShares US Telecommunications ETF IYZ Stock Holding History

Peapack-Gladstone Financial Corp’s Portfolio IYZ Stock Details IYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-12,770
Closed -$282K – 703
2023
Q2 		$282K Sell
12,770
-5,097
-29% -$111K 0.01% 582
2023
Q1 		$414K Hold
17,867
– – 0.01% 512
2022
Q4 		$401K Buy
+17,867
New +$399K 0.01% 498

Other funds holding IYZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFCL
Strengthening Families & Communities LLC Boston, Massachusetts $401M AUM 33.17% 1-Year Est. Return

Peapack-Gladstone Financial Corp's IYZ Position: Q3 2023 in Review

Peapack-Gladstone Financial Corp sold out of iShares US Telecommunications ETF (IYZ) in Q3 2023, closing a stake of 12,770 shares — an estimated $282K sold.

Peapack-Gladstone Financial Corp first reported a position in IYZ in Q4 2022 and held it in 3 quarters. The position peaked at $414K in Q1 2023. 118 funds tracked by Wall St. Rank hold IYZ as of Q3 2023.

  • Peapack-Gladstone Financial Corp reported no remaining iShares US Telecommunications ETF position as of Q3 2023 after selling out during the quarter.
  • Peapack-Gladstone Financial Corp sold 12,770 iShares US Telecommunications ETF shares in Q3 2023, an estimated $282K.
  • Peapack-Gladstone Financial Corp first reported a position in iShares US Telecommunications ETF in Q4 2022 and held it in 3 quarters.
  • Peapack-Gladstone Financial Corp's iShares US Telecommunications ETF position peaked at $414K in Q1 2023.
  • 118 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2023.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q3 2023, filed 14 Nov 2023.