IFAM
PRO

Institutional & Family Asset Management’s PROS Holdings PRO Stock Holding History

Institutional & Family Asset Management’s Portfolio PRO Stock Details PRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$602 Hold
21
– – ﹤0.01% 689
2024
Q1 		$763 Hold
21
– – ﹤0.01% 663
2023
Q4 		$815 Sell
21
-1
-5% -$36 ﹤0.01% 636
2023
Q3 		$762 Hold
22
– – ﹤0.01% 636
2023
Q2 		$678 Hold
22
– – ﹤0.01% 657
2023
Q1 		$603 Buy
22
+1
+5% +$26 ﹤0.01% 661
2022
Q4 		$509 Hold
21
– – ﹤0.01% 657
2022
Q3 		$1K Hold
21
– – ﹤0.01% 668
2022
Q2 		$1K Hold
21
– – ﹤0.01% 686
2022
Q1 		$1K Buy
21
+14
+200% +$430 ﹤0.01% 722
2021
Q4 		$0 Sell
7
-15
-68% -$514 ﹤0.01% 899
2021
Q3 		$1K Sell
22
-4
-15% -$168 ﹤0.01% 866
2021
Q2 		$1K Hold
26
– – ﹤0.01% 911
2021
Q1 		$1K Sell
26
-15
-37% -$683 ﹤0.01% 891
2020
Q4 		$2K Sell
41
-2
-5% -$79 ﹤0.01% 786
2020
Q3 		$1K Buy
+43
New +$1.62K ﹤0.01% 804

Other funds holding PRO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

Institutional & Family Asset Management's PRO Position: Q2 2024 in Review

Institutional & Family Asset Management held its PROS Holdings (PRO) position steady in Q2 2024 at 21 shares worth $602. The position accounts for ﹤0.01% of the portfolio, ranked #689.

Institutional & Family Asset Management first reported a position in PRO in Q3 2020 and has held it in 16 quarters since. The position peaked at $2K in Q4 2020. 169 funds tracked by Wall St. Rank hold PRO as of Q2 2024.

  • Institutional & Family Asset Management held 21 shares of PROS Holdings worth $602 as of Q2 2024.
  • Institutional & Family Asset Management left its PROS Holdings share count unchanged in Q2 2024.
  • PROS Holdings made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #689 holding.
  • Institutional & Family Asset Management first reported a position in PROS Holdings in Q3 2020 and has held it in 16 quarters since.
  • Institutional & Family Asset Management's PROS Holdings position peaked at $2K in Q4 2020.
  • 169 funds tracked by Wall St. Rank held PROS Holdings as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.