Global Retirement Partners’s PGT, Inc. PGTI Stock Holding History

Global Retirement 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	-21	Closed	-$867	–	3497
2023 Q4	$867	Hold	21	–	–	﹤0.01%	2941
2023 Q3	$553	Hold	21	–	–	﹤0.01%	2931
2023 Q2	$612	Hold	21	–	–	﹤0.01%	2904
2023 Q1	$535	Hold	21	–	–	﹤0.01%	2905
2022 Q4	$377	Hold	21	–	–	﹤0.01%	2816
2022 Q3	$0	Buy	+21	New	+$432	﹤0.01%	3050

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

Global Retirement Partners's PGTI Position: Q1 2024 in Review

Global Retirement Partners sold out of PGT, Inc. (PGTI) in Q1 2024, closing a stake of 21 shares — an estimated $867 sold.

Global Retirement Partners first reported a position in PGTI in Q3 2022 and held it in 6 quarters. The position peaked at $867 in Q4 2023. 4 funds tracked by Wall St. Rank hold PGTI as of Q1 2024.

Global Retirement Partners reported no remaining PGT, Inc. position as of Q1 2024 after selling out during the quarter.
Global Retirement Partners sold 21 PGT, Inc. shares in Q1 2024, an estimated $867.
Global Retirement Partners first reported a position in PGT, Inc. in Q3 2022 and held it in 6 quarters.
Global Retirement Partners's PGT, Inc. position peaked at $867 in Q4 2023.
4 funds tracked by Wall St. Rank held PGT, Inc. as of Q1 2024.

Based on Global Retirement Partners's 13F filing for Q1 2024, filed 23 Apr 2024.