BCA
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Berman Capital Advisors’s Progress Software PRGS Stock Holding History

Berman Capital 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
Q3 		$8K Hold
182
– – ﹤0.01% 1266
2021
Q2 		$8K Hold
182
– – ﹤0.01% 1205
2021
Q1 		$8K Hold
182
– – ﹤0.01% 1115
2020
Q4 		$8K Hold
182
– – ﹤0.01% 1011
2020
Q3 		$6K Buy
+182
New +$6.63K ﹤0.01% 980

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
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Berman Capital Advisors's PRGS Position: Q3 2021 in Review

Berman Capital Advisors held its Progress Software (PRGS) position steady in Q3 2021 at 182 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #1266.

Berman Capital Advisors first reported a position in PRGS in Q3 2020 and has held it in 5 quarters since. 252 funds tracked by Wall St. Rank hold PRGS as of Q3 2021.

  • Berman Capital Advisors held 182 shares of Progress Software worth $8K as of Q3 2021.
  • Berman Capital Advisors left its Progress Software share count unchanged in Q3 2021.
  • Progress Software made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1266 holding.
  • Berman Capital Advisors first reported a position in Progress Software in Q3 2020 and has held it in 5 quarters since.
  • 252 funds tracked by Wall St. Rank held Progress Software as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.