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Tradition Wealth Management’s Progyny PGNY Stock Holding History

Tradition Wealth Management’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
2022
Q1 		– Sell
-50
Closed -$3K – 1188
2021
Q4 		$3K Hold
50
– – ﹤0.01% 1142
2021
Q3 		$3K Hold
50
– – ﹤0.01% 1129
2021
Q2 		$3K Buy
+50
New +$2.81K ﹤0.01% 1143

Other funds holding PGNY

TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Tradition Wealth Management's PGNY Position: Q1 2022 in Review

Tradition Wealth Management sold out of Progyny (PGNY) in Q1 2022, closing a stake of 50 shares — an estimated $3K sold.

Tradition Wealth Management first reported a position in PGNY in Q2 2021 and held it in 3 quarters. The position peaked at $3K in Q4 2021. 255 funds tracked by Wall St. Rank hold PGNY as of Q1 2022.

  • Tradition Wealth Management reported no remaining Progyny position as of Q1 2022 after selling out during the quarter.
  • Tradition Wealth Management sold 50 Progyny shares in Q1 2022, an estimated $3K.
  • Tradition Wealth Management first reported a position in Progyny in Q2 2021 and held it in 3 quarters.
  • Tradition Wealth Management's Progyny position peaked at $3K in Q4 2021.
  • 255 funds tracked by Wall St. Rank held Progyny as of Q1 2022.

Based on Tradition Wealth Management's 13F filing for Q1 2022, filed 11 May 2022.