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Peapack-Gladstone Financial Corp’s ProShares Ultra Russell2000 UWM Stock Holding History

Peapack-Gladstone Financial Corp’s Portfolio UWM Stock Details UWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-30,209
Closed -$1.15M – 720
2023
Q4 		$1.15M Buy
+30,209
New +$929K 0.02% 380

Other funds holding UWM

CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return
RAM
Revere Asset Management Dallas, Texas $195M AUM 80.44% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return
CICI
Capital Investment Counsel Inc Raleigh, North Carolina $816M AUM 34.73% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
CCP
Clarity Capital Partners Newport Beach, California $280M AUM 25.04% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Peapack-Gladstone Financial Corp's UWM Position: Q1 2024 in Review

Peapack-Gladstone Financial Corp sold out of ProShares Ultra Russell2000 (UWM) in Q1 2024, closing a stake of 30,209 shares — an estimated $1.15M sold.

Peapack-Gladstone Financial Corp first reported a position in UWM in Q4 2023 and held it in 1 quarter. The position peaked at $1.15M in Q4 2023. 35 funds tracked by Wall St. Rank hold UWM as of Q1 2024.

  • Peapack-Gladstone Financial Corp reported no remaining ProShares Ultra Russell2000 position as of Q1 2024 after selling out during the quarter.
  • Peapack-Gladstone Financial Corp sold 30,209 ProShares Ultra Russell2000 shares in Q1 2024, an estimated $1.15M.
  • Peapack-Gladstone Financial Corp first reported a position in ProShares Ultra Russell2000 in Q4 2023 and held it in 1 quarter.
  • Peapack-Gladstone Financial Corp's ProShares Ultra Russell2000 position peaked at $1.15M in Q4 2023.
  • 35 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q1 2024.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q1 2024, filed 10 May 2024.