Peapack-Gladstone Financial Corp
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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

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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NAM
NTV Asset Management Charleston, West Virginia $1.02B AUM 31.16% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
Phoenix Financial
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Tower Research Capital (TRC)
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 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.