KWM
PRGS icon

Kingsview Wealth Management’s Progress Software PRGS Stock Holding History

Kingsview 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
2024
Q1 		– Sell
-25,370
Closed -$1.38M – 1054
2023
Q4 		$1.38M Buy
25,370
+16,752
+194% +$888K 0.04% 373
2023
Q3 		$453K Sell
8,618
-24,769
-74% -$1.45M 0.02% 640
2023
Q2 		$1.94M Buy
+33,387
New +$1.9M 0.08% 252
2022
Q1 		– Sell
-20,655
Closed -$997K – 982
2021
Q4 		$997K Buy
+20,655
New +$1.03M 0.04% 406

Other funds holding PRGS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Kingsview Wealth Management's PRGS Position: Q1 2024 in Review

Kingsview Wealth Management sold out of Progress Software (PRGS) in Q1 2024, closing a stake of 25,370 shares — an estimated $1.38M sold.

Kingsview Wealth Management first reported a position in PRGS in Q4 2021 and held it in 4 quarters. The position peaked at $1.94M in Q2 2023. 302 funds tracked by Wall St. Rank hold PRGS as of Q1 2024.

  • Kingsview Wealth Management reported no remaining Progress Software position as of Q1 2024 after selling out during the quarter.
  • Kingsview Wealth Management sold 25,370 Progress Software shares in Q1 2024, an estimated $1.38M.
  • Kingsview Wealth Management first reported a position in Progress Software in Q4 2021 and held it in 4 quarters.
  • Kingsview Wealth Management's Progress Software position peaked at $1.94M in Q2 2023.
  • 302 funds tracked by Wall St. Rank held Progress Software as of Q1 2024.

Based on Kingsview Wealth Management's 13F filing for Q1 2024, filed 9 May 2024.