Point View Wealth Management’s Peapack-Gladstone Financial PGC Stock Holding History

Point View Wealth Management’s Portfolio PGC Stock Details PGC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	$3.14M	Buy	+138,035	New	+$2.73M	1.27%	7

Other funds holding PGC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PGFC

Peapack-Gladstone Financial Corp Bedminster, New Jersey $7.82B AUM 21.06% 1-Year Est. Return

Endicott Management New York $81.7M AUM 36.01% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Point View Wealth Management's PGC Position: Q4 2020 in Review

Point View Wealth Management opened a new position in Peapack-Gladstone Financial (PGC) in Q4 2020: 138,035 shares worth $3.14M. The stake represents 1.27% of the portfolio and ranks #7 among its holdings.

112 funds tracked by Wall St. Rank hold PGC as of Q4 2020.

Point View Wealth Management held 138,035 shares of Peapack-Gladstone Financial worth $3.14M as of Q4 2020.
Peapack-Gladstone Financial was a new Point View Wealth Management position in Q4 2020.
Peapack-Gladstone Financial made up 1.27% of Point View Wealth Management's portfolio in Q4 2020, its #7 holding.
112 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.