Wealthspire Advisors (Maryland)’s Progress Software PRGS Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-123	Closed	-$5K	–	1621
2019 Q1	$5K	Hold	123	–	–	﹤0.01%	1841
2018 Q4	$4K	Buy	123 +1	+0.8%	+$33	﹤0.01%	1850
2018 Q3	$4K	Buy	122 +40	+49%	+$1.59K	﹤0.01%	1921
2018 Q2	$3K	Buy	82 +46	+128%	+$1.75K	﹤0.01%	2035
2018 Q1	$1K	Hold	36	–	–	﹤0.01%	2382
2017 Q4	$2K	Buy	+36	New	+$1.5K	﹤0.01%	2154

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

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

Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s PRGS Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Progress Software (PRGS) in Q2 2019, closing a stake of 123 shares — an estimated $5K sold.

Wealthspire Advisors (Maryland) first reported a position in PRGS in Q4 2017 and held it in 6 quarters. The position peaked at $5K in Q1 2019. 242 funds tracked by Wall St. Rank hold PRGS as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Progress Software position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 123 Progress Software shares in Q2 2019, an estimated $5K.
Wealthspire Advisors (Maryland) first reported a position in Progress Software in Q4 2017 and held it in 6 quarters.
Wealthspire Advisors (Maryland)'s Progress Software position peaked at $5K in Q1 2019.
242 funds tracked by Wall St. Rank held Progress Software as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.