Altium Wealth Management’s Progressive PGR Stock Holding History

Altium 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
2022 Q2	$477K	Sell	4,102 -572	-12%	-$64.9K	0.03%	248
2022 Q1	$533K	Sell	4,674 -677	-13%	-$73.2K	0.03%	254
2021 Q4	$549K	Buy	5,351 +579	+12%	+$55.3K	0.04%	230
2021 Q3	$431K	Sell	4,772 -105	-2%	-$10K	0.03%	252
2021 Q2	$479K	Buy	4,877 +873	+22%	+$86.4K	0.04%	238
2021 Q1	$383K	Buy	4,004 +1,063	+36%	+$96.6K	0.03%	265
2020 Q4	$291K	Buy	2,941 +64	+2%	+$6.05K	0.03%	289
2020 Q3	$272K	Buy	2,877 +265	+10%	+$23.8K	0.03%	279
2020 Q2	$209K	Buy	+2,612	New	+$204K	0.02%	301

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Altium Wealth Management's PGR Position: Q2 2022 in Review

Altium Wealth Management reduced its Progressive (PGR) stake by 12% in Q2 2022, selling an estimated $64.9K and leaving 4,102 shares worth $477K. The position accounts for 0.03% of the portfolio, ranked #248.

Altium Wealth Management first reported a position in PGR in Q2 2020 and has held it in 9 quarters since. The position peaked at $549K in Q4 2021. 1,082 funds tracked by Wall St. Rank hold PGR as of Q2 2022.

Altium Wealth Management held 4,102 shares of Progressive worth $477K as of Q2 2022.
Altium Wealth Management sold 572 Progressive shares in Q2 2022, an estimated $64.9K.
Progressive made up 0.03% of Altium Wealth Management's portfolio in Q2 2022, its #248 holding.
Altium Wealth Management first reported a position in Progressive in Q2 2020 and has held it in 9 quarters since.
Altium Wealth Management's Progressive position peaked at $549K in Q4 2021.
1,082 funds tracked by Wall St. Rank held Progressive as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.