Aaron Wealth Advisors’s Progress Software PRGS Stock Holding History

Aaron Wealth Advisors’s Portfolio PRGS Stock Details PRGS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-10,000	Closed	-$526K	–	279
2023 Q3	$526K	Hold	10,000	–	–	0.07%	145
2023 Q2	$581K	Hold	10,000	–	–	0.08%	145
2023 Q1	$575K	Hold	10,000	–	–	0.08%	141
2022 Q4	$505K	Hold	10,000	–	–	0.07%	149
2022 Q3	$426K	Buy	+10,000	New	+$462K	0.08%	128

Other funds holding PRGS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Aaron Wealth Advisors's PRGS Position: Q4 2023 in Review

Aaron Wealth Advisors sold out of Progress Software (PRGS) in Q4 2023, closing a stake of 10,000 shares — an estimated $526K sold.

Aaron Wealth Advisors first reported a position in PRGS in Q3 2022 and held it in 5 quarters. The position peaked at $581K in Q2 2023. 280 funds tracked by Wall St. Rank hold PRGS as of Q4 2023.

Aaron Wealth Advisors reported no remaining Progress Software position as of Q4 2023 after selling out during the quarter.
Aaron Wealth Advisors sold 10,000 Progress Software shares in Q4 2023, an estimated $526K.
Aaron Wealth Advisors first reported a position in Progress Software in Q3 2022 and held it in 5 quarters.
Aaron Wealth Advisors's Progress Software position peaked at $581K in Q2 2023.
280 funds tracked by Wall St. Rank held Progress Software as of Q4 2023.

Based on Aaron Wealth Advisors's 13F filing for Q4 2023, filed 26 Jan 2024.