AWM
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Alterna Wealth Management’s Progressive PGR Stock Holding History

Alterna 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
Q1 		– Sell
-4,952
Closed -$218K – 276
2018
Q4 		$218K Buy
+4,952
New +$329K 0.04% 320

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Alterna Wealth Management's PGR Position: Q1 2019 in Review

Alterna Wealth Management sold out of Progressive (PGR) in Q1 2019, closing a stake of 4,952 shares — an estimated $218K sold.

Alterna Wealth Management first reported a position in PGR in Q4 2018 and held it in 1 quarter. The position peaked at $218K in Q4 2018. 883 funds tracked by Wall St. Rank hold PGR as of Q1 2019.

  • Alterna Wealth Management reported no remaining Progressive position as of Q1 2019 after selling out during the quarter.
  • Alterna Wealth Management sold 4,952 Progressive shares in Q1 2019, an estimated $218K.
  • Alterna Wealth Management first reported a position in Progressive in Q4 2018 and held it in 1 quarter.
  • Alterna Wealth Management's Progressive position peaked at $218K in Q4 2018.
  • 883 funds tracked by Wall St. Rank held Progressive as of Q1 2019.

Based on Alterna Wealth Management's 13F filing for Q1 2019, filed 13 May 2019.