PWA
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Pinnacle Wealth Advisors’s Progyny PGNY Stock Holding History

Pinnacle Wealth Advisors’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
2021
Q2 		$310K Buy
+5,266
New +$296K 0.01% 307

Other funds holding PGNY

TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
KXA
KPCB XIII Associates Menlo Park, California $186M AUM 11.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
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
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pinnacle Wealth Advisors's PGNY Position: Q2 2021 in Review

Pinnacle Wealth Advisors opened a new position in Progyny (PGNY) in Q2 2021: 5,266 shares worth $310K. The stake represents 0.01% of the portfolio and ranks #307 among its holdings.

274 funds tracked by Wall St. Rank hold PGNY as of Q2 2021.

  • Pinnacle Wealth Advisors held 5,266 shares of Progyny worth $310K as of Q2 2021.
  • Progyny was a new Pinnacle Wealth Advisors position in Q2 2021.
  • Progyny made up 0.01% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #307 holding.
  • 274 funds tracked by Wall St. Rank held Progyny as of Q2 2021.

Based on Pinnacle Wealth Advisors's 13F filing for Q2 2021, filed 21 Jul 2021.