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Moran Wealth Management’s Progress Software PRGS Stock Holding History

Moran 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
-29,032
Closed -$1.58M – 441
2023
Q4 		$1.58M Sell
29,032
-50,364
-63% -$2.67M 0.06% 265
2023
Q3 		$4.17M Buy
79,396
+5,745
+8% +$336K 0.16% 170
2023
Q2 		$4.28M Sell
73,651
-294
-0.4% -$16.7K 0.16% 172
2023
Q1 		$4.25M Buy
+73,945
New +$4.12M 0.16% 167

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

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

Moran Wealth Management sold out of Progress Software (PRGS) in Q1 2024, closing a stake of 29,032 shares — an estimated $1.58M sold.

Moran Wealth Management first reported a position in PRGS in Q1 2023 and held it in 4 quarters. The position peaked at $4.28M in Q2 2023. 302 funds tracked by Wall St. Rank hold PRGS as of Q1 2024.

  • Moran Wealth Management reported no remaining Progress Software position as of Q1 2024 after selling out during the quarter.
  • Moran Wealth Management sold 29,032 Progress Software shares in Q1 2024, an estimated $1.58M.
  • Moran Wealth Management first reported a position in Progress Software in Q1 2023 and held it in 4 quarters.
  • Moran Wealth Management's Progress Software position peaked at $4.28M in Q2 2023.
  • 302 funds tracked by Wall St. Rank held Progress Software as of Q1 2024.

Based on Moran Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.