Rise Advisors’s Progyny PGNY Stock Holding History

Rise 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
2025 Q1	–	Sell	-466	Closed	-$8.04K	–	1547
2024 Q4	$8.04K	Hold	466	–	–	﹤0.01%	1022
2024 Q3	$7.81K	Hold	466	–	–	﹤0.01%	1045
2024 Q2	$13.3K	Hold	466	–	–	0.01%	888
2024 Q1	$17.8K	Buy	+466	New	+$17.6K	0.01%	726

Other funds holding PGNY

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 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

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

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

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Rise Advisors's PGNY Position: Q1 2025 in Review

Rise Advisors sold out of Progyny (PGNY) in Q1 2025, closing a stake of 466 shares — an estimated $8.04K sold.

Rise Advisors first reported a position in PGNY in Q1 2024 and held it in 4 quarters. The position peaked at $17.8K in Q1 2024. 288 funds tracked by Wall St. Rank hold PGNY as of Q1 2025.

Rise Advisors reported no remaining Progyny position as of Q1 2025 after selling out during the quarter.
Rise Advisors sold 466 Progyny shares in Q1 2025, an estimated $8.04K.
Rise Advisors first reported a position in Progyny in Q1 2024 and held it in 4 quarters.
Rise Advisors's Progyny position peaked at $17.8K in Q1 2024.
288 funds tracked by Wall St. Rank held Progyny as of Q1 2025.

Based on Rise Advisors's 13F filing for Q1 2025, filed 15 May 2025.