WAM
PGTI

Wealthspire Advisors (Maryland)’s PGT, Inc. PGTI Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-148
Closed -$2K – 2189
2019
Q1 		$2K Sell
148
-248
-63% -$3.92K ﹤0.01% 2230
2018
Q4 		$6K Buy
396
+249
+169% +$4.82K ﹤0.01% 1689
2018
Q3 		$3K Hold
147
– – ﹤0.01% 2091
2018
Q2 		$3K Hold
147
– – ﹤0.01% 2073
2018
Q1 		$3K Hold
147
– – ﹤0.01% 2080
2017
Q4 		$2K Buy
147
+140
+2,000% +$2.15K ﹤0.01% 2190
2017
Q3 		$0 Buy
+7
New +$93 ﹤0.01% 2509

Other funds holding PGTI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BBCM
Broad Bay Capital Management New York $1.18B AUM 65.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s PGTI Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of PGT, Inc. (PGTI) in Q2 2019, closing a stake of 148 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in PGTI in Q3 2017 and held it in 7 quarters. The position peaked at $6K in Q4 2018. 176 funds tracked by Wall St. Rank hold PGTI as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining PGT, Inc. position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 148 PGT, Inc. shares in Q2 2019, an estimated $2K.
  • Wealthspire Advisors (Maryland) first reported a position in PGT, Inc. in Q3 2017 and held it in 7 quarters.
  • Wealthspire Advisors (Maryland)'s PGT, Inc. position peaked at $6K in Q4 2018.
  • 176 funds tracked by Wall St. Rank held PGT, Inc. as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.