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Concord Wealth Partners’s Progress Software PRGS Stock Holding History

Concord Wealth Partners’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
2025
Q1 		– Sell
-12
Closed -$782 – 934
2024
Q4 		$782 Hold
12
– – ﹤0.01% 828
2024
Q3 		$808 Buy
+12
New +$687 ﹤0.01% 856

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BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
State Street
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Concord Wealth Partners's PRGS Position: Q1 2025 in Review

Concord Wealth Partners sold out of Progress Software (PRGS) in Q1 2025, closing a stake of 12 shares — an estimated $782 sold.

Concord Wealth Partners first reported a position in PRGS in Q3 2024 and held it in 2 quarters. The position peaked at $808 in Q3 2024. 313 funds tracked by Wall St. Rank hold PRGS as of Q1 2025.

  • Concord Wealth Partners reported no remaining Progress Software position as of Q1 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 12 Progress Software shares in Q1 2025, an estimated $782.
  • Concord Wealth Partners first reported a position in Progress Software in Q3 2024 and held it in 2 quarters.
  • Concord Wealth Partners's Progress Software position peaked at $808 in Q3 2024.
  • 313 funds tracked by Wall St. Rank held Progress Software as of Q1 2025.

Based on Concord Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.