Steward Partners Investment Advisory’s PGT, Inc. PGTI Stock Holding History

Steward Partners Investment Advisory’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	-3,800	Closed	-$155K	–	3699
2023 Q4	$155K	Hold	3,800	–	–	﹤0.01%	1482
2023 Q3	$105K	Hold	3,800	–	–	﹤0.01%	1546
2023 Q2	$111K	Buy	+3,800	New	+$100K	﹤0.01%	1538

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

Steward Partners Investment Advisory's PGTI Position: Q1 2024 in Review

Steward Partners Investment Advisory sold out of PGT, Inc. (PGTI) in Q1 2024, closing a stake of 3,800 shares — an estimated $155K sold.

Steward Partners Investment Advisory first reported a position in PGTI in Q2 2023 and held it in 3 quarters. The position peaked at $155K in Q4 2023. 4 funds tracked by Wall St. Rank hold PGTI as of Q1 2024.

Steward Partners Investment Advisory reported no remaining PGT, Inc. position as of Q1 2024 after selling out during the quarter.
Steward Partners Investment Advisory sold 3,800 PGT, Inc. shares in Q1 2024, an estimated $155K.
Steward Partners Investment Advisory first reported a position in PGT, Inc. in Q2 2023 and held it in 3 quarters.
Steward Partners Investment Advisory's PGT, Inc. position peaked at $155K in Q4 2023.
4 funds tracked by Wall St. Rank held PGT, Inc. as of Q1 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2024, filed 15 May 2024.