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Peapack-Gladstone Financial Corp’s ALPS Medical Breakthroughs ETF SBIO Stock Holding History

Peapack-Gladstone Financial Corp’s Portfolio SBIO Stock Details SBIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-4,000
Closed -$201K – 641
2021
Q1 		$201K Hold
4,000
– – 0.01% 564
2020
Q4 		$205K Buy
+4,000
New +$190K 0.01% 407

Other funds holding SBIO

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NAM
NTV Asset Management Charleston, West Virginia $910M AUM 27.02% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Peapack-Gladstone Financial Corp's SBIO Position: Q2 2021 in Review

Peapack-Gladstone Financial Corp sold out of ALPS Medical Breakthroughs ETF (SBIO) in Q2 2021, closing a stake of 4,000 shares — an estimated $201K sold.

Peapack-Gladstone Financial Corp first reported a position in SBIO in Q4 2020 and held it in 2 quarters. The position peaked at $205K in Q4 2020. 66 funds tracked by Wall St. Rank hold SBIO as of Q2 2021.

  • Peapack-Gladstone Financial Corp reported no remaining ALPS Medical Breakthroughs ETF position as of Q2 2021 after selling out during the quarter.
  • Peapack-Gladstone Financial Corp sold 4,000 ALPS Medical Breakthroughs ETF shares in Q2 2021, an estimated $201K.
  • Peapack-Gladstone Financial Corp first reported a position in ALPS Medical Breakthroughs ETF in Q4 2020 and held it in 2 quarters.
  • Peapack-Gladstone Financial Corp's ALPS Medical Breakthroughs ETF position peaked at $205K in Q4 2020.
  • 66 funds tracked by Wall St. Rank held ALPS Medical Breakthroughs ETF as of Q2 2021.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q2 2021, filed 16 Aug 2021.