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Gerber Kawasaki Wealth & Investment Management’s Progress Software PRGS Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2021
Q4 		– Sell
-1
Closed -$1K – 874
2021
Q3 		$1K Buy
+1
New +$46 ﹤0.01% 1085

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
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's PRGS Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Progress Software (PRGS) in Q4 2021, closing a stake of 1 share — an estimated $1K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in PRGS in Q3 2021 and held it in 1 quarter. The position peaked at $1K in Q3 2021. 258 funds tracked by Wall St. Rank hold PRGS as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Progress Software position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 1 Progress Software share in Q4 2021, an estimated $1K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Progress Software in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Progress Software position peaked at $1K in Q3 2021.
  • 258 funds tracked by Wall St. Rank held Progress Software as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.