TWM
PRO

Tradition Wealth Management’s PROS Holdings PRO Stock Holding History

Tradition Wealth Management’s Portfolio PRO Stock Details PRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,546
Closed -$60K – 978
2023
Q4 		$60K Hold
1,546
– – 0.01% 585
2023
Q3 		$54K Hold
1,546
– – 0.01% 584
2023
Q2 		$48K Hold
1,546
– – 0.01% 635
2023
Q1 		$42K Hold
1,546
– – 0.01% 659
2022
Q4 		$38K Hold
1,546
– – 0.01% 598
2022
Q3 		$38K Buy
+1,546
New +$37.5K 0.01% 589

Other funds holding PRO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Tradition Wealth Management's PRO Position: Q1 2024 in Review

Tradition Wealth Management sold out of PROS Holdings (PRO) in Q1 2024, closing a stake of 1,546 shares — an estimated $60K sold.

Tradition Wealth Management first reported a position in PRO in Q3 2022 and held it in 6 quarters. The position peaked at $60K in Q4 2023. 170 funds tracked by Wall St. Rank hold PRO as of Q1 2024.

  • Tradition Wealth Management reported no remaining PROS Holdings position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 1,546 PROS Holdings shares in Q1 2024, an estimated $60K.
  • Tradition Wealth Management first reported a position in PROS Holdings in Q3 2022 and held it in 6 quarters.
  • Tradition Wealth Management's PROS Holdings position peaked at $60K in Q4 2023.
  • 170 funds tracked by Wall St. Rank held PROS Holdings as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.