PGFC
XYZ

Peapack-Gladstone Financial Corp’s Block Inc XYZ Stock Holding History

Peapack-Gladstone Financial Corp’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-1,431
Closed -$200K – 699
2022
Q1 		$200K Sell
1,431
-35
-2% -$4.24K ﹤0.01% 647
2021
Q4 		$237K Buy
1,466
+10
+0.7% +$2.17K ﹤0.01% 610
2021
Q3 		$349K Buy
+1,456
New +$374K 0.01% 520

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Peapack-Gladstone Financial Corp's XYZ Position: Q2 2022 in Review

Peapack-Gladstone Financial Corp sold out of Block Inc (XYZ) in Q2 2022, closing a stake of 1,431 shares — an estimated $200K sold.

Peapack-Gladstone Financial Corp first reported a position in XYZ in Q3 2021 and held it in 3 quarters. The position peaked at $349K in Q3 2021. 1,027 funds tracked by Wall St. Rank hold XYZ as of Q2 2022.

  • Peapack-Gladstone Financial Corp reported no remaining Block Inc position as of Q2 2022 after selling out during the quarter.
  • Peapack-Gladstone Financial Corp sold 1,431 Block Inc shares in Q2 2022, an estimated $200K.
  • Peapack-Gladstone Financial Corp first reported a position in Block Inc in Q3 2021 and held it in 3 quarters.
  • Peapack-Gladstone Financial Corp's Block Inc position peaked at $349K in Q3 2021.
  • 1,027 funds tracked by Wall St. Rank held Block Inc as of Q2 2022.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q2 2022, filed 12 Aug 2022.