FFA
PGTI

Farther Finance Advisors’s PGT, Inc. PGTI Stock Holding History

Farther Finance 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
2024
Q1 		– Sell
-324
Closed -$13.2K – 3768
2023
Q4 		$13.2K Buy
324
+104
+47% +$3.38K ﹤0.01% 1487
2023
Q3 		$6.11K Hold
220
– – ﹤0.01% 1459
2023
Q2 		$6.41K Hold
220
– – ﹤0.01% 1343
2023
Q1 		$5.52K Hold
220
– – ﹤0.01% 1314
2022
Q4 		$3.95K Buy
+220
New +$4.48K ﹤0.01% 1243

Other funds holding PGTI

Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

Farther Finance Advisors's PGTI Position: Q1 2024 in Review

Farther Finance Advisors sold out of PGT, Inc. (PGTI) in Q1 2024, closing a stake of 324 shares — an estimated $13.2K sold.

Farther Finance Advisors first reported a position in PGTI in Q4 2022 and held it in 5 quarters. The position peaked at $13.2K in Q4 2023. 4 funds tracked by Wall St. Rank hold PGTI as of Q1 2024.

  • Farther Finance Advisors reported no remaining PGT, Inc. position as of Q1 2024 after selling out during the quarter.
  • Farther Finance Advisors sold 324 PGT, Inc. shares in Q1 2024, an estimated $13.2K.
  • Farther Finance Advisors first reported a position in PGT, Inc. in Q4 2022 and held it in 5 quarters.
  • Farther Finance Advisors's PGT, Inc. position peaked at $13.2K in Q4 2023.
  • 4 funds tracked by Wall St. Rank held PGT, Inc. as of Q1 2024.

Based on Farther Finance Advisors's 13F filing for Q1 2024, filed 14 May 2024.