Creative Financial Designs’s PGT, Inc. PGTI Stock Holding History

Creative Financial Designs’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	-100	Closed	-$4.15K	–	1738
2023 Q4	$4.07K	Buy	+100	New	+$3.25K	﹤0.01%	1307

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

Creative Financial Designs's PGTI Position: Q1 2024 in Review

Creative Financial Designs sold out of PGT, Inc. (PGTI) in Q1 2024, closing a stake of 100 shares — an estimated $4.15K sold.

Creative Financial Designs first reported a position in PGTI in Q4 2023 and held it in 1 quarter. The position peaked at $4.07K in Q4 2023. 4 funds tracked by Wall St. Rank hold PGTI as of Q1 2024.

Creative Financial Designs reported no remaining PGT, Inc. position as of Q1 2024 after selling out during the quarter.
Creative Financial Designs sold 100 PGT, Inc. shares in Q1 2024, an estimated $4.15K.
Creative Financial Designs first reported a position in PGT, Inc. in Q4 2023 and held it in 1 quarter.
Creative Financial Designs's PGT, Inc. position peaked at $4.07K in Q4 2023.
4 funds tracked by Wall St. Rank held PGT, Inc. as of Q1 2024.

Based on Creative Financial Designs's 13F filing for Q1 2024, filed 1 May 2024.