WIM
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Westside Investment Management’s Invesco Golden Dragon China ETF PGJ Stock Holding History

Westside Investment Management’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
2022
Q1 		– Sell
-270
Closed -$9 – 806
2021
Q4 		$9 Hold
270
– – ﹤0.01% 606
2021
Q3 		$11 Hold
270
– – ﹤0.01% 568
2021
Q2 		$16 Hold
270
– – ﹤0.01% 515
2021
Q1 		$17 Hold
270
– – ﹤0.01% 482
2020
Q4 		$17 Hold
270
– – ﹤0.01% 446
2020
Q3 		$14 Hold
270
– – ﹤0.01% 464
2020
Q2 		$13 Hold
270
– – ﹤0.01% 453
2020
Q1 		$10 Buy
+270
New +$11.2K ﹤0.01% 469
2019
Q2 		$10 Buy
+270
New +$10.4K ﹤0.01% 475
2018
Q4 		$11.4K Hold
363
– – ﹤0.01% 446
2018
Q3 		$13.9K Hold
363
– – ﹤0.01% 429
2018
Q2 		$16.6K Hold
363
– – 0.01% 443
2018
Q1 		$16.4K Hold
363
– – 0.01% 425
2017
Q4 		$17.6K Hold
363
– – 0.01% 442
2017
Q3 		$16.1K Hold
363
– – 0.01% 441
2017
Q2 		$13.9K Buy
+363
New +$13.4K 0.01% 454

Other funds holding PGJ

CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Westside Investment Management's PGJ Position: Q1 2022 in Review

Westside Investment Management sold out of Invesco Golden Dragon China ETF (PGJ) in Q1 2022, closing a stake of 270 shares — an estimated $9 sold.

Westside Investment Management first reported a position in PGJ in Q2 2017 and held it in 16 quarters. The position peaked at $17.6K in Q4 2017. 51 funds tracked by Wall St. Rank hold PGJ as of Q1 2022.

  • Westside Investment Management reported no remaining Invesco Golden Dragon China ETF position as of Q1 2022 after selling out during the quarter.
  • Westside Investment Management sold 270 Invesco Golden Dragon China ETF shares in Q1 2022, an estimated $9.
  • Westside Investment Management first reported a position in Invesco Golden Dragon China ETF in Q2 2017 and held it in 16 quarters.
  • Westside Investment Management's Invesco Golden Dragon China ETF position peaked at $17.6K in Q4 2017.
  • 51 funds tracked by Wall St. Rank held Invesco Golden Dragon China ETF as of Q1 2022.

Based on Westside Investment Management's 13F filing for Q1 2022, filed 25 Apr 2022.