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RFP Financial Group’s Progress Software PRGS Stock Holding History

RFP Financial Group’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
2023
Q4 		– Sell
-23
Closed -$1.21K – 974
2023
Q3 		$1.21K Hold
23
– – ﹤0.01% 749
2023
Q2 		$1.34K Hold
23
– – ﹤0.01% 773
2023
Q1 		$1.32K Hold
23
– – ﹤0.01% 590
2022
Q4 		$1.16K Buy
+23
New +$1.15K ﹤0.01% 753

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
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

RFP Financial Group's PRGS Position: Q4 2023 in Review

RFP Financial Group sold out of Progress Software (PRGS) in Q4 2023, closing a stake of 23 shares — an estimated $1.21K sold.

RFP Financial Group first reported a position in PRGS in Q4 2022 and held it in 4 quarters. The position peaked at $1.34K in Q2 2023. 280 funds tracked by Wall St. Rank hold PRGS as of Q4 2023.

  • RFP Financial Group reported no remaining Progress Software position as of Q4 2023 after selling out during the quarter.
  • RFP Financial Group sold 23 Progress Software shares in Q4 2023, an estimated $1.21K.
  • RFP Financial Group first reported a position in Progress Software in Q4 2022 and held it in 4 quarters.
  • RFP Financial Group's Progress Software position peaked at $1.34K in Q2 2023.
  • 280 funds tracked by Wall St. Rank held Progress Software as of Q4 2023.

Based on RFP Financial Group's 13F filing for Q4 2023, filed 13 Feb 2024.