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TFO Wealth Partners’s Progress Software PRGS Stock Holding History

TFO Wealth Partners’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
2024
Q2 		– Sell
-1
Closed -$53 – 591
2024
Q1 		$53 Hold
1
– – ﹤0.01% 715
2023
Q4 		$54 Hold
1
– – ﹤0.01% 862
2023
Q3 		$58 Hold
1
– – ﹤0.01% 1040
2023
Q2 		$58 Hold
1
– – ﹤0.01% 750
2023
Q1 		$57 Sell
1
-313
-100% -$17.4K ﹤0.01% 734
2022
Q4 		$47.6K Buy
+314
New +$15.7K 0.01% 58

Other funds holding PRGS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TFO Wealth Partners's PRGS Position: Q2 2024 in Review

TFO Wealth Partners sold out of Progress Software (PRGS) in Q2 2024, closing a stake of 1 share — an estimated $53 sold.

TFO Wealth Partners first reported a position in PRGS in Q4 2022 and held it in 6 quarters. The position peaked at $47.6K in Q4 2022. 305 funds tracked by Wall St. Rank hold PRGS as of Q2 2024.

  • TFO Wealth Partners reported no remaining Progress Software position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 1 Progress Software share in Q2 2024, an estimated $53.
  • TFO Wealth Partners first reported a position in Progress Software in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Progress Software position peaked at $47.6K in Q4 2022.
  • 305 funds tracked by Wall St. Rank held Progress Software as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.