PGFC
STK

Peapack-Gladstone Financial Corp’s Columbia Seligman Premium Technology Growth Fund STK Stock Holding History

Peapack-Gladstone Financial Corp’s Portfolio STK Stock Details STK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-7,000
Closed -$215K – 714
2023
Q2 		$215K Buy
+7,000
New +$197K ﹤0.01% 637

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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Peapack-Gladstone Financial Corp sold out of Columbia Seligman Premium Technology Growth Fund (STK) in Q3 2023, closing a stake of 7,000 shares — an estimated $215K sold.

Peapack-Gladstone Financial Corp first reported a position in STK in Q2 2023 and held it in 1 quarter. The position peaked at $215K in Q2 2023. 54 funds tracked by Wall St. Rank hold STK as of Q3 2023.

  • Peapack-Gladstone Financial Corp reported no remaining Columbia Seligman Premium Technology Growth Fund position as of Q3 2023 after selling out during the quarter.
  • Peapack-Gladstone Financial Corp sold 7,000 Columbia Seligman Premium Technology Growth Fund shares in Q3 2023, an estimated $215K.
  • Peapack-Gladstone Financial Corp first reported a position in Columbia Seligman Premium Technology Growth Fund in Q2 2023 and held it in 1 quarter.
  • Peapack-Gladstone Financial Corp's Columbia Seligman Premium Technology Growth Fund position peaked at $215K in Q2 2023.
  • 54 funds tracked by Wall St. Rank held Columbia Seligman Premium Technology Growth Fund as of Q3 2023.

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