EWM
PRGS icon

Edge Wealth Management’s Progress Software PRGS Stock Holding History

Edge Wealth Management’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
2020
Q3 		– Sell
-200
Closed -$8K – 584
2020
Q2 		$8K Hold
200
– – ﹤0.01% 497
2020
Q1 		$6K Hold
200
– – ﹤0.01% 457
2019
Q4 		$8K Hold
200
– – ﹤0.01% 447
2019
Q3 		$7K Hold
200
– – ﹤0.01% 454
2019
Q2 		$9K Hold
200
– – ﹤0.01% 432
2019
Q1 		$9K Hold
200
– – ﹤0.01% 415
2018
Q4 		$7K Hold
200
– – ﹤0.01% 441
2018
Q3 		$7K Buy
+200
New +$7.94K ﹤0.01% 473

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 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 $12.2B AUM 12.45% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return