Crewe Advisors’s PGT, Inc. PGTI Stock Holding History

Crewe 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
2022 Q4	–	Sell	-270	Closed	-$6K	–	1325
2022 Q3	$6K	Hold	270	–	–	﹤0.01%	831
2022 Q2	$4K	Buy	+270	New	+$4.86K	﹤0.01%	856

Other funds holding PGTI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SCM

Stadium Capital Management New Canaan, Connecticut $40.6M AUM 5.83% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Crewe Advisors's PGTI Position: Q4 2022 in Review

Crewe Advisors sold out of PGT, Inc. (PGTI) in Q4 2022, closing a stake of 270 shares — an estimated $6K sold.

Crewe Advisors first reported a position in PGTI in Q2 2022 and held it in 2 quarters. The position peaked at $6K in Q3 2022. 184 funds tracked by Wall St. Rank hold PGTI as of Q4 2022.

Crewe Advisors reported no remaining PGT, Inc. position as of Q4 2022 after selling out during the quarter.
Crewe Advisors sold 270 PGT, Inc. shares in Q4 2022, an estimated $6K.
Crewe Advisors first reported a position in PGT, Inc. in Q2 2022 and held it in 2 quarters.
Crewe Advisors's PGT, Inc. position peaked at $6K in Q3 2022.
184 funds tracked by Wall St. Rank held PGT, Inc. as of Q4 2022.

Based on Crewe Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.