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American Software shares owned by Congress Wealth Management LLC / DE /

Quarter-by-quarter ownership of American Software (AMSWA) shares owned by Congress Wealth Management LLC / DE / from 13F filings

Historical chart of Congress Wealth Management LLC / DE / investment in American Software

Tip: Access up to 7 years of quarterly data

All positions including American Software held by Congress Wealth Management LLC / DE / consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Software by Congress Wealth Management LLC / DE /

Quarter filed Position value Share count Share price at filing
2023-03-31 $2.7M 216k 12.61
2022-12-31 $2.2M 152k 14.68
2022-09-30 $2.8M 183k 15.32
2022-06-30 $2.9M 180k 16.16
2022-03-31 $3.7M 177k 20.84
2021-12-31 $2.8M 109k 26.17

More positions owned by Congress Wealth Management LLC / DE /

Goldman Sachs (GS)
Select Sector Spdr Tr Technology (XLK)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Select Sector Spdr Tr Financial (XLF)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Global X Fds Us Infr Dev Etf (PAVE)
Select Sector Spdr Tr Communication (XLC)
Apple (AAPL)
Spdr Ser Tr Portfolio S&p600 (SPSM)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Energy (XLE)
World Gold Tr Spdr Gld Minis (GLDM)

View all positions for Congress Wealth Management LLC / DE /

Top funds holding American Software

Vanguard Group
Dimensional Fund Advisors
Russell Investments
Citadel Advisors
John G.Ullman & Associates
Cove Street Capital
Damian Sousa
Bank of New York Mellon
Wellington Management Company
Rhumbline Advisers
Goldman Sachs Group
Jacobs Levy Equity Management
Two Sigma Investments
Two Sigma Advisers
AQR Capital Management

View all funds holding American Software