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 New York $6.73T AUM 46.02% 1-Year Est. Return

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

Edge Wealth Management's PRGS Position: Q3 2020 in Review

Edge Wealth Management sold out of Progress Software (PRGS) in Q3 2020, closing a stake of 200 shares — an estimated $8K sold.

Edge Wealth Management first reported a position in PRGS in Q3 2018 and held it in 8 quarters. The position peaked at $9K in Q2 2019. 218 funds tracked by Wall St. Rank hold PRGS as of Q3 2020.

Edge Wealth Management reported no remaining Progress Software position as of Q3 2020 after selling out during the quarter.
Edge Wealth Management sold 200 Progress Software shares in Q3 2020, an estimated $8K.
Edge Wealth Management first reported a position in Progress Software in Q3 2018 and held it in 8 quarters.
Edge Wealth Management's Progress Software position peaked at $9K in Q2 2019.
218 funds tracked by Wall St. Rank held Progress Software as of Q3 2020.

Based on Edge Wealth Management's 13F filing for Q3 2020, filed 21 Oct 2020.