Next Financial Group’s PROG Holdings PRG Stock Holding History

Next Financial Group’s Portfolio PRG Stock Details PRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-48	Closed	-$3K	–	2619
2020 Q4	$3K	Buy	+48	New	+$2.48K	﹤0.01%	2124

Other funds holding PRG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Next Financial Group's PRG Position: Q1 2021 in Review

Next Financial Group sold out of PROG Holdings (PRG) in Q1 2021, closing a stake of 48 shares — an estimated $3K sold.

Next Financial Group first reported a position in PRG in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 284 funds tracked by Wall St. Rank hold PRG as of Q1 2021.

Next Financial Group reported no remaining PROG Holdings position as of Q1 2021 after selling out during the quarter.
Next Financial Group sold 48 PROG Holdings shares in Q1 2021, an estimated $3K.
Next Financial Group first reported a position in PROG Holdings in Q4 2020 and held it in 1 quarter.
Next Financial Group's PROG Holdings position peaked at $3K in Q4 2020.
284 funds tracked by Wall St. Rank held PROG Holdings as of Q1 2021.

Based on Next Financial Group's 13F filing for Q1 2021, filed 16 Apr 2021.