NewEdge Advisors’s PGT, Inc. PGTI Stock Holding History

NewEdge 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	-278	Closed	-$11.3K	–	3987
2023 Q4	$11.3K	Buy	+278	New	+$9.04K	﹤0.01%	2789
2023 Q1	–	Sell	-65	Closed	-$1.17K	–	4272
2022 Q4	$1.17K	Buy	+65	New	+$1.32K	﹤0.01%	2991

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

NewEdge Advisors's PGTI Position: Q1 2024 in Review

NewEdge Advisors sold out of PGT, Inc. (PGTI) in Q1 2024, closing a stake of 278 shares — an estimated $11.3K sold.

NewEdge Advisors first reported a position in PGTI in Q4 2022 and held it in 2 quarters. The position peaked at $11.3K in Q4 2023. 4 funds tracked by Wall St. Rank hold PGTI as of Q1 2024.

NewEdge Advisors reported no remaining PGT, Inc. position as of Q1 2024 after selling out during the quarter.
NewEdge Advisors sold 278 PGT, Inc. shares in Q1 2024, an estimated $11.3K.
NewEdge Advisors first reported a position in PGT, Inc. in Q4 2022 and held it in 2 quarters.
NewEdge Advisors's PGT, Inc. position peaked at $11.3K in Q4 2023.
4 funds tracked by Wall St. Rank held PGT, Inc. as of Q1 2024.

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