Advocacy Wealth Management Services’s Progressive PGR Stock Holding History

Advocacy Wealth Management Services’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
2022 Q4	–	Sell	-194	Closed	-$24K	–	107
2022 Q3	$24K	Hold	194	–	–	﹤0.01%	74
2022 Q2	$23K	Hold	194	–	–	﹤0.01%	81
2022 Q1	$22K	Hold	194	–	–	﹤0.01%	86
2021 Q4	$20K	Hold	194	–	–	﹤0.01%	91
2021 Q3	$18K	Buy	194 +57	+42%	+$5.43K	﹤0.01%	99
2021 Q2	$13K	Hold	137	–	–	﹤0.01%	128
2021 Q1	$13K	Sell	137 -60	-30%	-$5.45K	﹤0.01%	113
2020 Q4	$19K	Buy	197 +60	+44%	+$5.68K	﹤0.01%	94
2020 Q3	$13K	Sell	137 -62	-31%	-$5.57K	﹤0.01%	101
2020 Q2	$16K	Sell	199 -85	-30%	-$6.63K	﹤0.01%	95
2020 Q1	$21K	Buy	+284	New	+$21.9K	﹤0.01%	72

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Advocacy Wealth Management Services's PGR Position: Q4 2022 in Review

Advocacy Wealth Management Services sold out of Progressive (PGR) in Q4 2022, closing a stake of 194 shares — an estimated $24K sold.

Advocacy Wealth Management Services first reported a position in PGR in Q1 2020 and held it in 11 quarters. The position peaked at $24K in Q3 2022. 1,171 funds tracked by Wall St. Rank hold PGR as of Q4 2022.

Advocacy Wealth Management Services reported no remaining Progressive position as of Q4 2022 after selling out during the quarter.
Advocacy Wealth Management Services sold 194 Progressive shares in Q4 2022, an estimated $24K.
Advocacy Wealth Management Services first reported a position in Progressive in Q1 2020 and held it in 11 quarters.
Advocacy Wealth Management Services's Progressive position peaked at $24K in Q3 2022.
1,171 funds tracked by Wall St. Rank held Progressive as of Q4 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2022, filed 27 Jan 2023.