Allworth Financial’s PGT, Inc. PGTI Stock Holding History

Allworth Financial’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	-16	Closed	-$652	–	3703
2023 Q4	$652	Buy	+16	New	+$520	﹤0.01%	3070
2022 Q4	–	Sell	-609	Closed	-$13K	–	3243
2022 Q3	$13K	Buy	+609	New	+$12.5K	﹤0.01%	1513
2022 Q2	–	Sell	-537	Closed	-$10K	–	2921
2022 Q1	$10K	Buy	+537	New	+$10.9K	﹤0.01%	1505

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

Allworth Financial's PGTI Position: Q1 2024 in Review

Allworth Financial sold out of PGT, Inc. (PGTI) in Q1 2024, closing a stake of 16 shares — an estimated $652 sold.

Allworth Financial first reported a position in PGTI in Q1 2022 and held it in 3 quarters. The position peaked at $13K in Q3 2022. 4 funds tracked by Wall St. Rank hold PGTI as of Q1 2024.

Allworth Financial reported no remaining PGT, Inc. position as of Q1 2024 after selling out during the quarter.
Allworth Financial sold 16 PGT, Inc. shares in Q1 2024, an estimated $652.
Allworth Financial first reported a position in PGT, Inc. in Q1 2022 and held it in 3 quarters.
Allworth Financial's PGT, Inc. position peaked at $13K in Q3 2022.
4 funds tracked by Wall St. Rank held PGT, Inc. as of Q1 2024.

Based on Allworth Financial's 13F filing for Q1 2024, filed 25 Apr 2024.