Vontobel Holding
PGJ icon

Vontobel Holding’s Invesco Golden Dragon China ETF PGJ Stock Holding History

Vontobel Holding’s Portfolio PGJ Stock Details PGJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,200
Closed -$51K – 1176
2021
Q3 		$51K Hold
1,200
– – ﹤0.01% 1125
2021
Q2 		$74K Buy
+1,200
New +$72.9K ﹤0.01% 1100

Other funds holding PGJ

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
LIM
Lingotto Investment Management London, United Kingdom $5.06B AUM 91.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCM
Cox Capital Management Andover, Massachusetts $180M AUM 40.44% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Vontobel Holding's PGJ Position: Q4 2021 in Review

Vontobel Holding sold out of Invesco Golden Dragon China ETF (PGJ) in Q4 2021, closing a stake of 1,200 shares — an estimated $51K sold.

Vontobel Holding first reported a position in PGJ in Q2 2021 and held it in 2 quarters. The position peaked at $74K in Q2 2021. 51 funds tracked by Wall St. Rank hold PGJ as of Q4 2021.

  • Vontobel Holding reported no remaining Invesco Golden Dragon China ETF position as of Q4 2021 after selling out during the quarter.
  • Vontobel Holding sold 1,200 Invesco Golden Dragon China ETF shares in Q4 2021, an estimated $51K.
  • Vontobel Holding first reported a position in Invesco Golden Dragon China ETF in Q2 2021 and held it in 2 quarters.
  • Vontobel Holding's Invesco Golden Dragon China ETF position peaked at $74K in Q2 2021.
  • 51 funds tracked by Wall St. Rank held Invesco Golden Dragon China ETF as of Q4 2021.

Based on Vontobel Holding's 13F filing for Q4 2021, filed 10 Feb 2022.