CWA
PGTI

Clarus Wealth Advisors’s PGT, Inc. PGTI Stock Holding History

Clarus Wealth 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
2019
Q3 		– Sell
-200
Closed -$3K – 574
2019
Q2 		$3K Hold
200
– – ﹤0.01% 553
2019
Q1 		$3K Hold
200
– – ﹤0.01% 645
2018
Q4 		$3K Hold
200
– – ﹤0.01% 634
2018
Q3 		$4K Buy
+200
New +$4.67K ﹤0.01% 644

Other funds holding PGTI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 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
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Clarus Wealth Advisors's PGTI Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of PGT, Inc. (PGTI) in Q3 2019, closing a stake of 200 shares — an estimated $3K sold.

Clarus Wealth Advisors first reported a position in PGTI in Q3 2018 and held it in 4 quarters. The position peaked at $4K in Q3 2018. 167 funds tracked by Wall St. Rank hold PGTI as of Q3 2019.

  • Clarus Wealth Advisors reported no remaining PGT, Inc. position as of Q3 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 200 PGT, Inc. shares in Q3 2019, an estimated $3K.
  • Clarus Wealth Advisors first reported a position in PGT, Inc. in Q3 2018 and held it in 4 quarters.
  • Clarus Wealth Advisors's PGT, Inc. position peaked at $4K in Q3 2018.
  • 167 funds tracked by Wall St. Rank held PGT, Inc. as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.