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Global Wealth Management Investment Advisory’s Progyny PGNY Stock Holding History

Global Wealth Management Investment Advisory’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
2020
Q1 		– Sell
-100
Closed -$3K – 646
2019
Q4 		$3K Buy
+100
New +$2.4K ﹤0.01% 489

Other funds holding PGNY

TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCM
Crestwood Capital Management New York $146M AUM 34.13% 1-Year Est. Return
PC
Pier Capital Stamford, Connecticut $755M AUM 94.38% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Global Wealth Management Investment Advisory's PGNY Position: Q1 2020 in Review

Global Wealth Management Investment Advisory sold out of Progyny (PGNY) in Q1 2020, closing a stake of 100 shares — an estimated $3K sold.

Global Wealth Management Investment Advisory first reported a position in PGNY in Q4 2019 and held it in 1 quarter. The position peaked at $3K in Q4 2019. 84 funds tracked by Wall St. Rank hold PGNY as of Q1 2020.

  • Global Wealth Management Investment Advisory reported no remaining Progyny position as of Q1 2020 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 100 Progyny shares in Q1 2020, an estimated $3K.
  • Global Wealth Management Investment Advisory first reported a position in Progyny in Q4 2019 and held it in 1 quarter.
  • Global Wealth Management Investment Advisory's Progyny position peaked at $3K in Q4 2019.
  • 84 funds tracked by Wall St. Rank held Progyny as of Q1 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2020, filed 14 May 2020.