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WR Wealth Planners’s PROG Holdings PRG Stock Holding History

WR Wealth Planners’s Portfolio PRG Stock Details PRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$718 Buy
17
+7
+70% +$323 ﹤0.01% 958
2024
Q3 		$485 Hold
10
– – ﹤0.01% 1033
2024
Q2 		$347 Hold
10
– – ﹤0.01% 1062
2024
Q1 		$344 Buy
+10
New +$315 ﹤0.01% 1084

Other funds holding PRG

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

WR Wealth Planners's PRG Position: Q4 2024 in Review

WR Wealth Planners increased its PROG Holdings (PRG) stake by 70% in Q4 2024, buying an estimated $323 and bringing the position to 17 shares worth $718. The position accounts for ﹤0.01% of the portfolio, ranked #958.

WR Wealth Planners first reported a position in PRG in Q1 2024 and has held it in 4 quarters since. 264 funds tracked by Wall St. Rank hold PRG as of Q4 2024.

  • WR Wealth Planners held 17 shares of PROG Holdings worth $718 as of Q4 2024.
  • WR Wealth Planners bought 7 PROG Holdings shares in Q4 2024, an estimated $323.
  • PROG Holdings made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #958 holding.
  • WR Wealth Planners first reported a position in PROG Holdings in Q1 2024 and has held it in 4 quarters since.
  • 264 funds tracked by Wall St. Rank held PROG Holdings as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.