Bell Investment Advisors’s Progyny PGNY Stock Holding History

Bell Investment Advisors’s Portfolio PGNY Stock Details PGNY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-23	Closed	-$386	–	1942
2024 Q3	$386	Buy	+23	New	+$552	﹤0.01%	1829
2023 Q3	–	Sell	-18	Closed	-$709	–	1977
2023 Q2	$709	Sell	18 -16	-47%	-$577	﹤0.01%	1685
2023 Q1	$1.09K	Buy	34 +16	+89%	+$528	﹤0.01%	1530
2022 Q4	$561	Sell	18 -13	-42%	-$470	﹤0.01%	1755
2022 Q3	$1K	Buy	31 +13	+72%	+$487	﹤0.01%	1524
2022 Q2	$1K	Buy	+18	New	+$644	﹤0.01%	1539

Other funds holding PGNY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

TGA

TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Bell Investment Advisors's PGNY Position: Q4 2024 in Review

Bell Investment Advisors sold out of Progyny (PGNY) in Q4 2024, closing a stake of 23 shares — an estimated $386 sold.

Bell Investment Advisors first reported a position in PGNY in Q2 2022 and held it in 6 quarters. The position peaked at $1.09K in Q1 2023. 264 funds tracked by Wall St. Rank hold PGNY as of Q4 2024.

Bell Investment Advisors reported no remaining Progyny position as of Q4 2024 after selling out during the quarter.
Bell Investment Advisors sold 23 Progyny shares in Q4 2024, an estimated $386.
Bell Investment Advisors first reported a position in Progyny in Q2 2022 and held it in 6 quarters.
Bell Investment Advisors's Progyny position peaked at $1.09K in Q1 2023.
264 funds tracked by Wall St. Rank held Progyny as of Q4 2024.

Based on Bell Investment Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.