Abound Wealth Management’s PGT, Inc. PGTI Stock Holding History

Abound Wealth Management’s Portfolio PGTI Stock Details PGTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-11	Closed	-$448	–	1416
2023 Q4	$448	Buy	+11	New	+$358	﹤0.01%	969

Other funds holding PGTI

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

Abound Wealth Management's PGTI Position: Q1 2024 in Review

Abound Wealth Management sold out of PGT, Inc. (PGTI) in Q1 2024, closing a stake of 11 shares — an estimated $448 sold.

Abound Wealth Management first reported a position in PGTI in Q4 2023 and held it in 1 quarter. The position peaked at $448 in Q4 2023. 4 funds tracked by Wall St. Rank hold PGTI as of Q1 2024.

Abound Wealth Management reported no remaining PGT, Inc. position as of Q1 2024 after selling out during the quarter.
Abound Wealth Management sold 11 PGT, Inc. shares in Q1 2024, an estimated $448.
Abound Wealth Management first reported a position in PGT, Inc. in Q4 2023 and held it in 1 quarter.
Abound Wealth Management's PGT, Inc. position peaked at $448 in Q4 2023.
4 funds tracked by Wall St. Rank held PGT, Inc. as of Q1 2024.

Based on Abound Wealth Management's 13F filing for Q1 2024, filed 8 Aug 2024.