Wipfli Financial Advisors’s Progress Software PRGS Stock Holding History

Wipfli Financial Advisors’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
2022 Q3	$6K	Buy	+151	New	+$6.98K	﹤0.01%	2035

Other funds holding PRGS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Wipfli Financial Advisors's PRGS Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Progress Software (PRGS) in Q3 2022: 151 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #2035 among its holdings.

251 funds tracked by Wall St. Rank hold PRGS as of Q3 2022.

Wipfli Financial Advisors held 151 shares of Progress Software worth $6K as of Q3 2022.
Progress Software was a new Wipfli Financial Advisors position in Q3 2022.
Progress Software made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2035 holding.
251 funds tracked by Wall St. Rank held Progress Software as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.