Sutton Wealth Advisors’s Progress Software PRGS Stock Holding History

Sutton Wealth Advisors’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 Q1	–	Sell	-904	Closed	-$45.6K	–	1377
2022 Q4	$45.6K	Hold	904	–	–	0.02%	415
2022 Q3	$38.5K	Hold	904	–	–	0.02%	445
2022 Q2	$41K	Hold	904	–	–	0.02%	436
2022 Q1	$42.6K	Sell	904 -6	-0.7%	-$270	0.01%	454
2021 Q4	$43.9K	Buy	910 +11	+1%	+$548	0.01%	459
2021 Q3	$44.2K	Hold	899	–	–	0.02%	428
2021 Q2	$41.6K	Hold	899	–	–	0.02%	458
2021 Q1	$39.6K	Hold	899	–	–	0.02%	455
2020 Q4	$40.6K	Hold	899	–	–	0.02%	415
2020 Q3	$33K	Hold	899	–	–	0.02%	407
2020 Q2	$34.8K	Hold	899	–	–	0.02%	383
2020 Q1	$28.8K	Hold	899	–	–	0.02%	379
2019 Q4	$37.4K	Hold	899	–	–	0.02%	394
2019 Q3	$34.2K	Hold	899	–	–	0.02%	409
2019 Q2	$39.2K	Hold	899	–	–	0.02%	364
2019 Q1	$39.9K	Hold	899	–	–	0.02%	366
2018 Q4	$31.9K	Buy	899 +402	+81%	+$13.4K	0.02%	375
2018 Q3	$17.5K	Hold	497	–	–	0.01%	639
2018 Q2	$19.3K	Hold	497	–	–	0.01%	604
2018 Q1	$19.1K	Hold	497	–	–	0.01%	585
2017 Q4	$21.2K	Hold	497	–	–	0.02%	539
2017 Q3	$19K	Hold	497	–	–	0.01%	567
2017 Q2	$15.4K	Hold	497	–	–	0.01%	622
2017 Q1	$14.4K	Hold	497	–	–	0.01%	622
2016 Q4	$15.9K	Hold	497	–	–	0.01%	570
2016 Q3	$13.5K	Hold	497	–	–	0.01%	577
2016 Q2	$13.6K	Buy	497 +329	+196%	+$8.46K	0.01%	553
2016 Q1	$4.05K	Buy	+168	New	+$4.13K	﹤0.01%	801

Other funds holding PRGS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

SBH

Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sutton Wealth Advisors's PRGS Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Progress Software (PRGS) in Q1 2023, closing a stake of 904 shares — an estimated $45.6K sold.

Sutton Wealth Advisors first reported a position in PRGS in Q1 2016 and held it in 28 quarters. The position peaked at $45.6K in Q4 2022. 284 funds tracked by Wall St. Rank hold PRGS as of Q1 2023.

Sutton Wealth Advisors reported no remaining Progress Software position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 904 Progress Software shares in Q1 2023, an estimated $45.6K.
Sutton Wealth Advisors first reported a position in Progress Software in Q1 2016 and held it in 28 quarters.
Sutton Wealth Advisors's Progress Software position peaked at $45.6K in Q4 2022.
284 funds tracked by Wall St. Rank held Progress Software as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.