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McGlone Suttner Wealth Management’s Progyny PGNY Stock Holding History

McGlone Suttner Wealth Management’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
Q1 		– Sell
-574
Closed -$21.3K – 604
2023
Q4 		$21.3K Buy
+574
New +$19.3K ﹤0.01% 425

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

McGlone Suttner Wealth Management's PGNY Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of Progyny (PGNY) in Q1 2024, closing a stake of 574 shares — an estimated $21.3K sold.

McGlone Suttner Wealth Management first reported a position in PGNY in Q4 2023 and held it in 1 quarter. The position peaked at $21.3K in Q4 2023. 326 funds tracked by Wall St. Rank hold PGNY as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining Progyny position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 574 Progyny shares in Q1 2024, an estimated $21.3K.
  • McGlone Suttner Wealth Management first reported a position in Progyny in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's Progyny position peaked at $21.3K in Q4 2023.
  • 326 funds tracked by Wall St. Rank held Progyny as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.