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

Sutton 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
2023 Q1	–	Sell	-1,380	Closed	-$24.8K	–	1637
2022 Q4	$24.8K	Buy	1,380 +3	+0.2%	+$61	0.01%	609
2022 Q3	$28.9K	Buy	1,377 +5	+0.4%	+$103	0.01%	537
2022 Q2	$22.8K	Sell	1,372 -22	-2%	-$396	0.01%	627
2022 Q1	$25.1K	Buy	1,394 +4	+0.3%	+$81	0.01%	637
2021 Q4	$31.3K	Buy	1,390 +18	+1%	+$385	0.01%	561
2021 Q3	$26.2K	Hold	1,372	–	–	0.01%	612
2021 Q2	$31.9K	Hold	1,372	–	–	0.01%	548
2021 Q1	$34.6K	Hold	1,372	–	–	0.01%	504
2020 Q4	$27.9K	Hold	1,372	–	–	0.01%	519
2020 Q3	$24K	Hold	1,372	–	–	0.01%	491
2020 Q2	$21.5K	Hold	1,372	–	–	0.01%	510
2020 Q1	$11.5K	Hold	1,372	–	–	0.01%	619
2019 Q4	$20.5K	Hold	1,372	–	–	0.01%	597
2019 Q3	$23.7K	Hold	1,372	–	–	0.01%	526
2019 Q2	$22.9K	Hold	1,372	–	–	0.01%	527
2019 Q1	$19K	Hold	1,372	–	–	0.01%	586
2018 Q4	$21.7K	Hold	1,372	–	–	0.01%	498
2018 Q3	$29.6K	Hold	1,372	–	–	0.02%	445
2018 Q2	$28.6K	Hold	1,372	–	–	0.02%	451
2018 Q1	$25.6K	Hold	1,372	–	–	0.02%	474
2017 Q4	$23.1K	Hold	1,372	–	–	0.02%	505
2017 Q3	$20.5K	Hold	1,372	–	–	0.02%	538
2017 Q2	$17.6K	Hold	1,372	–	–	0.01%	584
2017 Q1	$14.7K	Buy	1,372 +796	+138%	+$8.78K	0.01%	611
2016 Q4	$6.59K	Hold	576	–	–	0.01%	795
2016 Q3	$6.15K	Hold	576	–	–	0.01%	780
2016 Q2	$5.93K	Buy	+576	New	+$5.94K	0.01%	746

Other funds holding PGTI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

SCM

Stadium Capital Management New Canaan, Connecticut $40.6M AUM 5.83% 1-Year Est. Return

Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Sutton Wealth Advisors's PGTI Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of PGT, Inc. (PGTI) in Q1 2023, closing a stake of 1,380 shares — an estimated $24.8K sold.

Sutton Wealth Advisors first reported a position in PGTI in Q2 2016 and held it in 27 quarters. The position peaked at $34.6K in Q1 2021. 187 funds tracked by Wall St. Rank hold PGTI as of Q1 2023.

Sutton Wealth Advisors reported no remaining PGT, Inc. position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 1,380 PGT, Inc. shares in Q1 2023, an estimated $24.8K.
Sutton Wealth Advisors first reported a position in PGT, Inc. in Q2 2016 and held it in 27 quarters.
Sutton Wealth Advisors's PGT, Inc. position peaked at $34.6K in Q1 2021.
187 funds tracked by Wall St. Rank held PGT, Inc. as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.