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Tyler-Stone Wealth Management’s Progress Software PRGS Stock Holding History

Tyler-Stone Wealth Management’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
Q3 		– Sell
-81
Closed -$4.39K – 779
2024
Q2 		$4.39K Buy
+81
New +$4.11K ﹤0.01% 779

Other funds holding PRGS

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
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Tyler-Stone Wealth Management's PRGS Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Progress Software (PRGS) in Q3 2024, closing a stake of 81 shares — an estimated $4.39K sold.

Tyler-Stone Wealth Management first reported a position in PRGS in Q2 2024 and held it in 1 quarter. The position peaked at $4.39K in Q2 2024. 328 funds tracked by Wall St. Rank hold PRGS as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Progress Software position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 81 Progress Software shares in Q3 2024, an estimated $4.39K.
  • Tyler-Stone Wealth Management first reported a position in Progress Software in Q2 2024 and held it in 1 quarter.
  • Tyler-Stone Wealth Management's Progress Software position peaked at $4.39K in Q2 2024.
  • 328 funds tracked by Wall St. Rank held Progress Software as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.