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Cassady Schiller Wealth Management’s Progyny PGNY Stock Holding History

Cassady Schiller Wealth Management’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 		$880 Buy
+51
New +$792 ﹤0.01% 825

Other funds holding PGNY

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
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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

Cassady Schiller Wealth Management's PGNY Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Progyny (PGNY) in Q4 2024: 51 shares worth $880. The stake represents ﹤0.01% of the portfolio and ranks #825 among its holdings.

264 funds tracked by Wall St. Rank hold PGNY as of Q4 2024.

  • Cassady Schiller Wealth Management held 51 shares of Progyny worth $880 as of Q4 2024.
  • Progyny was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Progyny made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #825 holding.
  • 264 funds tracked by Wall St. Rank held Progyny as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.