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Wealthcare Advisory Partners’s Peapack-Gladstone Financial PGC Stock Holding History

Wealthcare Advisory Partners’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
2021
Q2 		– Sell
-100
Closed -$3K – 1479
2021
Q1 		$3K Buy
+100
New +$2.75K ﹤0.01% 1798

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
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
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
EM
Endicott Management New York $81.7M AUM 36.01% 1-Year Est. Return
PTC
Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return

Wealthcare Advisory Partners's PGC Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Peapack-Gladstone Financial (PGC) in Q2 2021, closing a stake of 100 shares — an estimated $3K sold.

Wealthcare Advisory Partners first reported a position in PGC in Q1 2021 and held it in 1 quarter. The position peaked at $3K in Q1 2021. 108 funds tracked by Wall St. Rank hold PGC as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining Peapack-Gladstone Financial position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 100 Peapack-Gladstone Financial shares in Q2 2021, an estimated $3K.
  • Wealthcare Advisory Partners first reported a position in Peapack-Gladstone Financial in Q1 2021 and held it in 1 quarter.
  • Wealthcare Advisory Partners's Peapack-Gladstone Financial position peaked at $3K in Q1 2021.
  • 108 funds tracked by Wall St. Rank held Peapack-Gladstone Financial as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.