AF
PRGS icon

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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return