FFP
PGTI

FourThought Financial Partners’s PGT, Inc. PGTI Stock Holding History

FourThought Financial Partners’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
-8,271
Closed -$337K – 352
2023
Q4 		$337K Sell
8,271
-2,000
-19% -$65K 0.04% 228
2023
Q3 		$285K Hold
10,271
– – 0.04% 239
2023
Q2 		$299K Hold
10,271
– – 0.04% 250
2023
Q1 		$258K Sell
10,271
-415
-4% -$8.8K 0.04% 273
2022
Q4 		$192K Buy
+10,686
New +$218K 0.03% 311

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

FourThought Financial Partners's PGTI Position: Q1 2024 in Review

FourThought Financial Partners sold out of PGT, Inc. (PGTI) in Q1 2024, closing a stake of 8,271 shares — an estimated $337K sold.

FourThought Financial Partners first reported a position in PGTI in Q4 2022 and held it in 5 quarters. The position peaked at $337K in Q4 2023. 4 funds tracked by Wall St. Rank hold PGTI as of Q1 2024.

  • FourThought Financial Partners reported no remaining PGT, Inc. position as of Q1 2024 after selling out during the quarter.
  • FourThought Financial Partners sold 8,271 PGT, Inc. shares in Q1 2024, an estimated $337K.
  • FourThought Financial Partners first reported a position in PGT, Inc. in Q4 2022 and held it in 5 quarters.
  • FourThought Financial Partners's PGT, Inc. position peaked at $337K in Q4 2023.
  • 4 funds tracked by Wall St. Rank held PGT, Inc. as of Q1 2024.

Based on FourThought Financial Partners's 13F filing for Q1 2024, filed 14 May 2024.