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AllSquare Wealth Management’s Progressive PGR Stock Holding History

AllSquare 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
2021
Q3 		– Sell
-150
Closed -$15K – 502
2021
Q2 		$15K Buy
+150
New +$14.8K 0.01% 356

Other funds holding PGR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

AllSquare Wealth Management's PGR Position: Q3 2021 in Review

AllSquare Wealth Management sold out of Progressive (PGR) in Q3 2021, closing a stake of 150 shares — an estimated $15K sold.

AllSquare Wealth Management first reported a position in PGR in Q2 2021 and held it in 1 quarter. The position peaked at $15K in Q2 2021. 984 funds tracked by Wall St. Rank hold PGR as of Q3 2021.

  • AllSquare Wealth Management reported no remaining Progressive position as of Q3 2021 after selling out during the quarter.
  • AllSquare Wealth Management sold 150 Progressive shares in Q3 2021, an estimated $15K.
  • AllSquare Wealth Management first reported a position in Progressive in Q2 2021 and held it in 1 quarter.
  • AllSquare Wealth Management's Progressive position peaked at $15K in Q2 2021.
  • 984 funds tracked by Wall St. Rank held Progressive as of Q3 2021.

Based on AllSquare Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.