SOA Wealth Advisors’s PGT, Inc. PGTI Stock Holding History

SOA Wealth 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	-496	Closed	-$20.6K	–	930
2023 Q4	$20.2K	Hold	496	–	–	﹤0.01%	430
2023 Q3	$13.8K	Hold	496	–	–	﹤0.01%	481
2023 Q2	$14.5K	Hold	496	–	–	﹤0.01%	483
2023 Q1	$12.5K	Hold	496	–	–	﹤0.01%	503
2022 Q4	$8.91K	Buy	496 +238	+92%	+$4.84K	﹤0.01%	537
2022 Q3	$5K	Hold	258	–	–	﹤0.01%	617
2022 Q2	$4K	Hold	258	–	–	﹤0.01%	632
2022 Q1	$4K	Hold	258	–	–	﹤0.01%	736
2021 Q4	$5K	Hold	258	–	–	﹤0.01%	677
2021 Q3	$4K	Hold	258	–	–	﹤0.01%	728
2021 Q2	$5K	Hold	258	–	–	﹤0.01%	681
2021 Q1	$6K	Hold	258	–	–	﹤0.01%	607
2020 Q4	$5K	Buy	+258	New	+$4.8K	﹤0.01%	619

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

SOA Wealth Advisors's PGTI Position: Q1 2024 in Review

SOA Wealth Advisors sold out of PGT, Inc. (PGTI) in Q1 2024, closing a stake of 496 shares — an estimated $20.6K sold.

SOA Wealth Advisors first reported a position in PGTI in Q4 2020 and held it in 13 quarters. The position peaked at $20.2K in Q4 2023. 4 funds tracked by Wall St. Rank hold PGTI as of Q1 2024.

SOA Wealth Advisors reported no remaining PGT, Inc. position as of Q1 2024 after selling out during the quarter.
SOA Wealth Advisors sold 496 PGT, Inc. shares in Q1 2024, an estimated $20.6K.
SOA Wealth Advisors first reported a position in PGT, Inc. in Q4 2020 and held it in 13 quarters.
SOA Wealth Advisors's PGT, Inc. position peaked at $20.2K in Q4 2023.
4 funds tracked by Wall St. Rank held PGT, Inc. as of Q1 2024.

Based on SOA Wealth Advisors's 13F filing for Q1 2024, filed 10 Apr 2024.