Planned Solutions’s PROG Holdings PRG Stock Holding History

Planned Solutions’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
2024 Q4	–	Sell	-145	Closed	-$7.03K	–	494
2024 Q3	$7.03K	Buy	+145	New	+$6.14K	﹤0.01%	475

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Planned Solutions's PRG Position: Q4 2024 in Review

Planned Solutions sold out of PROG Holdings (PRG) in Q4 2024, closing a stake of 145 shares — an estimated $7.03K sold.

Planned Solutions first reported a position in PRG in Q3 2024 and held it in 1 quarter. The position peaked at $7.03K in Q3 2024. 264 funds tracked by Wall St. Rank hold PRG as of Q4 2024.

Planned Solutions reported no remaining PROG Holdings position as of Q4 2024 after selling out during the quarter.
Planned Solutions sold 145 PROG Holdings shares in Q4 2024, an estimated $7.03K.
Planned Solutions first reported a position in PROG Holdings in Q3 2024 and held it in 1 quarter.
Planned Solutions's PROG Holdings position peaked at $7.03K in Q3 2024.
264 funds tracked by Wall St. Rank held PROG Holdings as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.