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LGT Financial Advisors’s Progyny PGNY Stock Holding History

LGT Financial Advisors’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
2024
Q2 		– Sell
-75
Closed -$2.86K – 845
2024
Q1 		$2.86K Hold
75
– – ﹤0.01% 710
2023
Q4 		$2.79K Sell
75
-4
-5% -$134 ﹤0.01% 750
2023
Q3 		$2.69K Buy
+79
New +$2.98K ﹤0.01% 749

Other funds holding PGNY

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
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ONPI
Owls Nest Partners IA Chadds Ford, Pennsylvania $286M AUM 16.4% 1-Year Est. Return

LGT Financial Advisors's PGNY Position: Q2 2024 in Review

LGT Financial Advisors sold out of Progyny (PGNY) in Q2 2024, closing a stake of 75 shares — an estimated $2.86K sold.

LGT Financial Advisors first reported a position in PGNY in Q3 2023 and held it in 3 quarters. The position peaked at $2.86K in Q1 2024. 324 funds tracked by Wall St. Rank hold PGNY as of Q2 2024.

  • LGT Financial Advisors reported no remaining Progyny position as of Q2 2024 after selling out during the quarter.
  • LGT Financial Advisors sold 75 Progyny shares in Q2 2024, an estimated $2.86K.
  • LGT Financial Advisors first reported a position in Progyny in Q3 2023 and held it in 3 quarters.
  • LGT Financial Advisors's Progyny position peaked at $2.86K in Q1 2024.
  • 324 funds tracked by Wall St. Rank held Progyny as of Q2 2024.

Based on LGT Financial Advisors's 13F filing for Q2 2024, filed 5 Aug 2024.