TCI Wealth Advisors’s Progress Software PRGS Stock Holding History

TCI 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 Q2	–	Sell	-337	Closed	-$19.4K	–	1703
2023 Q1	$19.4K	Buy	337 +1	+0.3%	+$56	﹤0.01%	723
2022 Q4	$17K	Hold	336	–	–	﹤0.01%	776
2022 Q3	$14K	Buy	336 +2	+0.6%	+$92	﹤0.01%	836
2022 Q2	$15K	Hold	334	–	–	﹤0.01%	771
2022 Q1	$16K	Sell	334 -1	-0.3%	-$45	﹤0.01%	804
2021 Q4	$16K	Buy	335 +11	+3%	+$548	﹤0.01%	832
2021 Q3	$16K	Buy	324 +57	+21%	+$2.62K	﹤0.01%	793
2021 Q2	$12K	Buy	267 +60	+29%	+$2.72K	﹤0.01%	865
2021 Q1	$9K	Hold	207	–	–	﹤0.01%	934
2020 Q4	$9K	Hold	207	–	–	﹤0.01%	683
2020 Q3	$8K	Hold	207	–	–	﹤0.01%	641
2020 Q2	$8K	Sell	207 -29	-12%	-$1.1K	﹤0.01%	630
2020 Q1	$8K	Sell	236 -72	-23%	-$2.9K	﹤0.01%	622
2019 Q4	$13K	Hold	308	–	–	0.01%	656
2019 Q3	$12K	Hold	308	–	–	0.01%	597
2019 Q2	$13K	Sell	308 -79	-20%	-$3.42K	0.01%	571
2019 Q1	$17K	Hold	387	–	–	0.01%	525
2018 Q4	$14K	Hold	387	–	–	0.01%	548
2018 Q3	$14K	Hold	387	–	–	0.01%	578
2018 Q2	$15K	Hold	387	–	–	0.01%	557
2018 Q1	$15K	Hold	387	–	–	0.01%	547
2017 Q4	$16K	Hold	387	–	–	0.01%	534
2017 Q3	$15K	Hold	387	–	–	0.01%	522
2017 Q2	$12K	Hold	387	–	–	0.01%	561
2017 Q1	$11K	Hold	387	–	–	0.01%	566
2016 Q4	$12K	Hold	387	–	–	0.01%	589
2016 Q3	$11K	Hold	387	–	–	0.01%	556
2016 Q2	$11K	Hold	387	–	–	0.01%	552
2016 Q1	$9K	Hold	387	–	–	0.01%	611
2015 Q4	$9K	Buy	+387	New	+$9.24K	0.01%	610

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

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

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

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

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

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Progress Software (PRGS) in Q2 2023, closing a stake of 337 shares — an estimated $19.4K sold.

TCI Wealth Advisors first reported a position in PRGS in Q4 2015 and held it in 30 quarters. The position peaked at $19.4K in Q1 2023. 289 funds tracked by Wall St. Rank hold PRGS as of Q2 2023.

TCI Wealth Advisors reported no remaining Progress Software position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 337 Progress Software shares in Q2 2023, an estimated $19.4K.
TCI Wealth Advisors first reported a position in Progress Software in Q4 2015 and held it in 30 quarters.
TCI Wealth Advisors's Progress Software position peaked at $19.4K in Q1 2023.
289 funds tracked by Wall St. Rank held Progress Software as of Q2 2023.

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