BCA
PGTI

Berman Capital Advisors’s PGT, Inc. PGTI Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$0 Sell
41
-65
-61% -$1.39K ﹤0.01% 2269
2021
Q2 		$2K Buy
+106
New +$2.63K ﹤0.01% 1656

Other funds holding PGTI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Berman Capital Advisors's PGTI Position: Q3 2021 in Review

Berman Capital Advisors reduced its PGT, Inc. (PGTI) stake by 61% in Q3 2021, selling an estimated $1.39K and leaving 41 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2269.

Berman Capital Advisors first reported a position in PGTI in Q2 2021 and has held it in 2 quarters since. The position peaked at $2K in Q2 2021. 144 funds tracked by Wall St. Rank hold PGTI as of Q3 2021.

  • Berman Capital Advisors held 41 shares of PGT, Inc. worth $0 as of Q3 2021.
  • Berman Capital Advisors sold 65 PGT, Inc. shares in Q3 2021, an estimated $1.39K.
  • PGT, Inc. made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #2269 holding.
  • Berman Capital Advisors first reported a position in PGT, Inc. in Q2 2021 and has held it in 2 quarters since.
  • Berman Capital Advisors's PGT, Inc. position peaked at $2K in Q2 2021.
  • 144 funds tracked by Wall St. Rank held PGT, Inc. as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.