TCI Wealth Advisors’s Progyny PGNY Stock Holding History

TCI Wealth 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
2023 Q2	–	Sell	-204	Closed	-$6.55K	–	1651
2023 Q1	$6.55K	Hold	204	–	–	﹤0.01%	1344
2022 Q4	$6.36K	Hold	204	–	–	﹤0.01%	1367
2022 Q3	$8K	Hold	204	–	–	﹤0.01%	1174
2022 Q2	$6K	Sell	204 -1	-0.5%	-$36	﹤0.01%	1383
2022 Q1	$11K	Buy	205 +110	+116%	+$4.71K	﹤0.01%	1054
2021 Q4	$5K	Sell	95 -51	-35%	-$2.85K	﹤0.01%	1696
2021 Q3	$8K	Buy	146 +13	+10%	+$718	﹤0.01%	1279
2021 Q2	$8K	Buy	133 +92	+224%	+$5.17K	﹤0.01%	1128
2021 Q1	$2K	Buy	+41	New	+$1.92K	﹤0.01%	1841

Other funds holding PGNY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TGA

TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

KXA

KPCB XIII Associates Menlo Park, California $186M AUM 11.23% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

TCI Wealth Advisors's PGNY Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Progyny (PGNY) in Q2 2023, closing a stake of 204 shares — an estimated $6.55K sold.

TCI Wealth Advisors first reported a position in PGNY in Q1 2021 and held it in 9 quarters. The position peaked at $11K in Q1 2022. 309 funds tracked by Wall St. Rank hold PGNY as of Q2 2023.

TCI Wealth Advisors reported no remaining Progyny position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 204 Progyny shares in Q2 2023, an estimated $6.55K.
TCI Wealth Advisors first reported a position in Progyny in Q1 2021 and held it in 9 quarters.
TCI Wealth Advisors's Progyny position peaked at $11K in Q1 2022.
309 funds tracked by Wall St. Rank held Progyny as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.