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Prestige Wealth Management Group’s Peapack-Gladstone Financial PGC Stock Holding History

Prestige Wealth Management Group’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
Q1 		– Sell
-5,175
Closed -$160K – 982
2019
Q4 		$160K Hold
5,175
– – 0.09% 132
2019
Q3 		$145K Hold
5,175
– – 0.08% 128
2019
Q2 		$146K Hold
5,175
– – 0.09% 123
2019
Q1 		$136K Hold
5,175
– – 0.08% 127
2018
Q4 		$130K Buy
+5,175
New +$143K 0.1% 130

Other funds holding PGC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
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
PGFC
Peapack-Gladstone Financial Corp Bedminster, New Jersey $7.82B AUM 21.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Prestige Wealth Management Group's PGC Position: Q1 2020 in Review

Prestige Wealth Management Group sold out of Peapack-Gladstone Financial (PGC) in Q1 2020, closing a stake of 5,175 shares — an estimated $160K sold.

Prestige Wealth Management Group first reported a position in PGC in Q4 2018 and held it in 5 quarters. The position peaked at $160K in Q4 2019. 114 funds tracked by Wall St. Rank hold PGC as of Q1 2020.

  • Prestige Wealth Management Group reported no remaining Peapack-Gladstone Financial position as of Q1 2020 after selling out during the quarter.
  • Prestige Wealth Management Group sold 5,175 Peapack-Gladstone Financial shares in Q1 2020, an estimated $160K.
  • Prestige Wealth Management Group first reported a position in Peapack-Gladstone Financial in Q4 2018 and held it in 5 quarters.
  • Prestige Wealth Management Group's Peapack-Gladstone Financial position peaked at $160K in Q4 2019.
  • 114 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q1 2020.

Based on Prestige Wealth Management Group's 13F filing for Q1 2020, filed 15 May 2020.