Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
SCM
Sterneck Capital Management’s
Invesco Golden Dragon China ETF
PGJ
Stock Holding History
Sterneck Capital Management’s Portfolio
PGJ Stock Details
PGJ Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q3
–
Sell
-72,625
Closed
-$1.62M
–
102
2024
Q2
$1.62M
Sell
72,625
-1,551
-2%
-$39.2K
0.92%
31
2024
Q1
$1.82M
Buy
74,176
+1,699
+2%
+$41K
1.09%
29
2023
Q4
$1.89M
Buy
72,477
+4,322
+6%
+$112K
1.2%
25
2023
Q3
$1.84M
Sell
68,155
-1,872
-3%
-$53K
1.23%
23
2023
Q2
$1.86M
Buy
70,027
+240
+0.3%
+$6.45K
1.14%
25
2023
Q1
$2.07M
Sell
69,787
-383
-0.5%
-$11.7K
1.31%
24
2022
Q4
$1.92M
Buy
+70,170
New
+$1.71M
1.27%
23
2022
Q1
–
Sell
-23,840
Closed
-$870K
–
105
2021
Q4
$870K
Buy
+23,840
New
+$1M
0.51%
42
Other funds holding PGJ
IWM
IHT Wealth Management
Chicago, Illinois
$4.25B AUM
21.02%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
HFM
Harvest Fund Management
Beijing, China
$2.35B AUM
49.85%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Susquehanna International Group
Bala Cynwyd, Pennsylvania
$77.3B AUM
36.07%
1-Year Est. Return
MML Investors Services
Springfield, Massachusetts
$36.1B AUM
19.68%
1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors
St. Petersburg, Florida
$75B AUM
31.89%
1-Year Est. Return
RJA
Raymond James & Associates
St Petersburg, Florida
$164B AUM
33.91%
1-Year Est. Return
Two Sigma Investments
New York
$121B AUM
33.93%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close