Able Wealth Management’s Progressive PGR Stock Holding History

Able Wealth Management’s Portfolio PGR Stock Details PGR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-82	Closed	-$13.1K	–	440
2023 Q4	$13.1K	Buy	+82	New	+$12.8K	0.01%	247

Other funds holding PGR

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Able Wealth Management's PGR Position: Q1 2024 in Review

Able Wealth Management sold out of Progressive (PGR) in Q1 2024, closing a stake of 82 shares — an estimated $13.1K sold.

Able Wealth Management first reported a position in PGR in Q4 2023 and held it in 1 quarter. The position peaked at $13.1K in Q4 2023. 1,459 funds tracked by Wall St. Rank hold PGR as of Q1 2024.

Able Wealth Management reported no remaining Progressive position as of Q1 2024 after selling out during the quarter.
Able Wealth Management sold 82 Progressive shares in Q1 2024, an estimated $13.1K.
Able Wealth Management first reported a position in Progressive in Q4 2023 and held it in 1 quarter.
Able Wealth Management's Progressive position peaked at $13.1K in Q4 2023.
1,459 funds tracked by Wall St. Rank held Progressive as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.