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Morton Brown Family Wealth’s Progress Software PRGS Stock Holding History

Morton Brown Family Wealth’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
2022
Q4 		– Sell
-38
Closed -$2K – 213
2022
Q3 		$2K Buy
+38
New +$1.76K ﹤0.01% 176

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
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $627M AUM 43.41% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Morton Brown Family Wealth's PRGS Position: Q4 2022 in Review

Morton Brown Family Wealth sold out of Progress Software (PRGS) in Q4 2022, closing a stake of 38 shares — an estimated $2K sold.

Morton Brown Family Wealth first reported a position in PRGS in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 274 funds tracked by Wall St. Rank hold PRGS as of Q4 2022.

  • Morton Brown Family Wealth reported no remaining Progress Software position as of Q4 2022 after selling out during the quarter.
  • Morton Brown Family Wealth sold 38 Progress Software shares in Q4 2022, an estimated $2K.
  • Morton Brown Family Wealth first reported a position in Progress Software in Q3 2022 and held it in 1 quarter.
  • Morton Brown Family Wealth's Progress Software position peaked at $2K in Q3 2022.
  • 274 funds tracked by Wall St. Rank held Progress Software as of Q4 2022.

Based on Morton Brown Family Wealth's 13F filing for Q4 2022, filed 2 Feb 2023.