Patriot Financial Group Insurance Agency’s Progress Software PRGS Stock Holding History

Patriot Financial Group Insurance Agency’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 Q3	–	Sell	-215	Closed	-$10K	–	1544
2022 Q2	$10K	Sell	215 -43	-17%	-$2.05K	﹤0.01%	1252
2022 Q1	$12K	Hold	258	–	–	﹤0.01%	1294
2021 Q4	$12K	Hold	258	–	–	﹤0.01%	1432
2021 Q3	$13K	Buy	258 +43	+20%	+$1.98K	﹤0.01%	1375
2021 Q2	$10K	Hold	215	–	–	﹤0.01%	1452
2021 Q1	$9K	Sell	215 -18	-8%	-$788	﹤0.01%	1391
2020 Q4	$11K	Sell	233 -9	-4%	-$364	﹤0.01%	1194
2020 Q3	$9K	Hold	242	–	–	﹤0.01%	1070
2020 Q2	$9K	Sell	242 -2	-0.8%	-$76	﹤0.01%	1012
2020 Q1	$8K	Buy	244 +240	+6,000%	+$9.66K	﹤0.01%	933
2019 Q4	$0	Buy	+4	New	+$162	﹤0.01%	1418

Other funds holding PRGS

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

SBH

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Patriot Financial Group Insurance Agency's PRGS Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Progress Software (PRGS) in Q3 2022, closing a stake of 215 shares — an estimated $10K sold.

Patriot Financial Group Insurance Agency first reported a position in PRGS in Q4 2019 and held it in 11 quarters. The position peaked at $13K in Q3 2021. 252 funds tracked by Wall St. Rank hold PRGS as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Progress Software position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 215 Progress Software shares in Q3 2022, an estimated $10K.
Patriot Financial Group Insurance Agency first reported a position in Progress Software in Q4 2019 and held it in 11 quarters.
Patriot Financial Group Insurance Agency's Progress Software position peaked at $13K in Q3 2021.
252 funds tracked by Wall St. Rank held Progress Software as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.