LGT Financial Advisors’s PGT, Inc. PGTI Stock Holding History

LGT Financial 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	-274	Closed	-$11.2K	–	872
2023 Q4	$11.2K	Hold	274	–	–	0.01%	464
2023 Q3	$7.6K	Buy	+274	New	+$7.55K	0.01%	533

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

LGT Financial Advisors's PGTI Position: Q1 2024 in Review

LGT Financial Advisors sold out of PGT, Inc. (PGTI) in Q1 2024, closing a stake of 274 shares — an estimated $11.2K sold.

LGT Financial Advisors first reported a position in PGTI in Q3 2023 and held it in 2 quarters. The position peaked at $11.2K in Q4 2023. 4 funds tracked by Wall St. Rank hold PGTI as of Q1 2024.

LGT Financial Advisors reported no remaining PGT, Inc. position as of Q1 2024 after selling out during the quarter.
LGT Financial Advisors sold 274 PGT, Inc. shares in Q1 2024, an estimated $11.2K.
LGT Financial Advisors first reported a position in PGT, Inc. in Q3 2023 and held it in 2 quarters.
LGT Financial Advisors's PGT, Inc. position peaked at $11.2K in Q4 2023.
4 funds tracked by Wall St. Rank held PGT, Inc. as of Q1 2024.

Based on LGT Financial Advisors's 13F filing for Q1 2024, filed 2 May 2024.