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Woodard & Company Asset Management Group’s Invesco Golden Dragon China ETF PGJ Stock Holding History

Woodard & Company Asset Management Group’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
Q4 		– Sell
-436
Closed -$11K – 100
2022
Q3 		$11K Hold
436
– – 0.01% 93
2022
Q2 		$14K Buy
+436
New +$12.3K 0.01% 98

Other funds holding PGJ

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
LIM
Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
SCM
Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Woodard & Company Asset Management Group's PGJ Position: Q4 2022 in Review

Woodard & Company Asset Management Group sold out of Invesco Golden Dragon China ETF (PGJ) in Q4 2022, closing a stake of 436 shares — an estimated $11K sold.

Woodard & Company Asset Management Group first reported a position in PGJ in Q2 2022 and held it in 2 quarters. The position peaked at $14K in Q2 2022. 48 funds tracked by Wall St. Rank hold PGJ as of Q4 2022.

  • Woodard & Company Asset Management Group reported no remaining Invesco Golden Dragon China ETF position as of Q4 2022 after selling out during the quarter.
  • Woodard & Company Asset Management Group sold 436 Invesco Golden Dragon China ETF shares in Q4 2022, an estimated $11K.
  • Woodard & Company Asset Management Group first reported a position in Invesco Golden Dragon China ETF in Q2 2022 and held it in 2 quarters.
  • Woodard & Company Asset Management Group's Invesco Golden Dragon China ETF position peaked at $14K in Q2 2022.
  • 48 funds tracked by Wall St. Rank held Invesco Golden Dragon China ETF as of Q4 2022.

Based on Woodard & Company Asset Management Group's 13F filing for Q4 2022, filed 14 Feb 2023.