SFS
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Sowell Financial Services’s Progress Software PRGS Stock Holding History

Sowell Financial Services’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
2020
Q3 		– Sell
-12
Closed – – 2674
2020
Q2 		$0 Hold
12
– – ﹤0.01% 2619
2020
Q1 		$0 Sell
12
-15
-56% -$604 ﹤0.01% 2635
2019
Q4 		$1K Buy
27
+15
+125% +$609 ﹤0.01% 2405
2019
Q3 		$0 Buy
+12
New +$482 ﹤0.01% 2440

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Acadian Asset Management
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State Street
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SBH
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Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

Sowell Financial Services's PRGS Position: Q3 2020 in Review

Sowell Financial Services sold out of Progress Software (PRGS) in Q3 2020, closing a stake of 12 shares.

Sowell Financial Services first reported a position in PRGS in Q3 2019 and held it in 4 quarters. The position peaked at $1K in Q4 2019. 218 funds tracked by Wall St. Rank hold PRGS as of Q3 2020.

  • Sowell Financial Services reported no remaining Progress Software position as of Q3 2020 after selling out during the quarter.
  • Sowell Financial Services sold 12 Progress Software shares in Q3 2020.
  • Sowell Financial Services first reported a position in Progress Software in Q3 2019 and held it in 4 quarters.
  • Sowell Financial Services's Progress Software position peaked at $1K in Q4 2019.
  • 218 funds tracked by Wall St. Rank held Progress Software as of Q3 2020.

Based on Sowell Financial Services's 13F filing for Q3 2020, filed 12 Nov 2020.