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Aevitas Wealth Management’s Progressive PGR Stock Holding History

Aevitas 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
2019
Q2 		– Sell
-207
Closed -$14K – 267
2019
Q1 		$14K Buy
207
+7
+4% +$480 0.01% 280
2018
Q4 		$12K Sell
200
-200
-50% -$13.3K 0.01% 286
2018
Q3 		$28K Buy
+400
New +$25.7K 0.03% 253

Other funds holding PGR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Aevitas Wealth Management's PGR Position: Q2 2019 in Review

Aevitas Wealth Management sold out of Progressive (PGR) in Q2 2019, closing a stake of 207 shares — an estimated $14K sold.

Aevitas Wealth Management first reported a position in PGR in Q3 2018 and held it in 3 quarters. The position peaked at $28K in Q3 2018. 910 funds tracked by Wall St. Rank hold PGR as of Q2 2019.

  • Aevitas Wealth Management reported no remaining Progressive position as of Q2 2019 after selling out during the quarter.
  • Aevitas Wealth Management sold 207 Progressive shares in Q2 2019, an estimated $14K.
  • Aevitas Wealth Management first reported a position in Progressive in Q3 2018 and held it in 3 quarters.
  • Aevitas Wealth Management's Progressive position peaked at $28K in Q3 2018.
  • 910 funds tracked by Wall St. Rank held Progressive as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.