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Advisornet Financial’s Progress Software PRGS Stock Holding History

Advisornet Financial’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
2024
Q4 		– Sell
-27
Closed -$1.82K – 2201
2024
Q3 		$1.82K Hold
27
– – ﹤0.01% 1776
2024
Q2 		$1.47K Buy
+27
New +$1.37K ﹤0.01% 1700
2024
Q1 		– Sell
-9
Closed -$489 – 2406
2023
Q4 		$489 Sell
9
-1
-10% -$53 ﹤0.01% 2115
2023
Q3 		$526 Sell
10
-1
-9% -$59 ﹤0.01% 1970
2023
Q2 		$639 Buy
11
+1
+10% +$57 ﹤0.01% 1997
2023
Q1 		$575 Buy
10
+1
+11% +$56 ﹤0.01% 2035
2022
Q4 		$454 Buy
+9
New +$449 ﹤0.01% 2056

Other funds holding PRGS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Advisornet Financial's PRGS Position: Q4 2024 in Review

Advisornet Financial sold out of Progress Software (PRGS) in Q4 2024, closing a stake of 27 shares — an estimated $1.82K sold.

Advisornet Financial first reported a position in PRGS in Q4 2022 and held it in 7 quarters. The position peaked at $1.82K in Q3 2024. 331 funds tracked by Wall St. Rank hold PRGS as of Q4 2024.

  • Advisornet Financial reported no remaining Progress Software position as of Q4 2024 after selling out during the quarter.
  • Advisornet Financial sold 27 Progress Software shares in Q4 2024, an estimated $1.82K.
  • Advisornet Financial first reported a position in Progress Software in Q4 2022 and held it in 7 quarters.
  • Advisornet Financial's Progress Software position peaked at $1.82K in Q3 2024.
  • 331 funds tracked by Wall St. Rank held Progress Software as of Q4 2024.

Based on Advisornet Financial's 13F filing for Q4 2024, filed 13 Jan 2025.