GYL Financial Synergies’s PGT, Inc. PGTI Stock Holding History

GYL Financial Synergies’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	-7,865	Closed	-$320K	–	383
2023 Q4	$320K	Buy	7,865 +361	+5%	+$11.7K	0.03%	284
2023 Q3	$208K	Sell	7,504 -86	-1%	-$2.37K	0.02%	319
2023 Q2	$221K	Buy	+7,590	New	+$200K	0.02%	323

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

GYL Financial Synergies's PGTI Position: Q1 2024 in Review

GYL Financial Synergies sold out of PGT, Inc. (PGTI) in Q1 2024, closing a stake of 7,865 shares — an estimated $320K sold.

GYL Financial Synergies first reported a position in PGTI in Q2 2023 and held it in 3 quarters. The position peaked at $320K in Q4 2023. 4 funds tracked by Wall St. Rank hold PGTI as of Q1 2024.

GYL Financial Synergies reported no remaining PGT, Inc. position as of Q1 2024 after selling out during the quarter.
GYL Financial Synergies sold 7,865 PGT, Inc. shares in Q1 2024, an estimated $320K.
GYL Financial Synergies first reported a position in PGT, Inc. in Q2 2023 and held it in 3 quarters.
GYL Financial Synergies's PGT, Inc. position peaked at $320K in Q4 2023.
4 funds tracked by Wall St. Rank held PGT, Inc. as of Q1 2024.

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