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BDO Wealth Advisors’s Progress Software PRGS Stock Holding History

BDO 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
2021
Q2 		– Sell
-22
Closed -$1K – 1191
2021
Q1 		$1K Hold
22
– – ﹤0.01% 1100
2020
Q4 		$1K Hold
22
– – ﹤0.01% 874
2020
Q3 		$1K Buy
+22
New +$801 ﹤0.01% 810

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

BDO Wealth Advisors's PRGS Position: Q2 2021 in Review

BDO Wealth Advisors sold out of Progress Software (PRGS) in Q2 2021, closing a stake of 22 shares — an estimated $1K sold.

BDO Wealth Advisors first reported a position in PRGS in Q3 2020 and held it in 3 quarters. The position peaked at $1K in Q1 2021. 226 funds tracked by Wall St. Rank hold PRGS as of Q2 2021.

  • BDO Wealth Advisors reported no remaining Progress Software position as of Q2 2021 after selling out during the quarter.
  • BDO Wealth Advisors sold 22 Progress Software shares in Q2 2021, an estimated $1K.
  • BDO Wealth Advisors first reported a position in Progress Software in Q3 2020 and held it in 3 quarters.
  • BDO Wealth Advisors's Progress Software position peaked at $1K in Q1 2021.
  • 226 funds tracked by Wall St. Rank held Progress Software as of Q2 2021.

Based on BDO Wealth Advisors's 13F filing for Q2 2021, filed 3 Sep 2021.