Altus Wealth Group’s Progressive PGR Stock Holding History

Altus Wealth Group’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 Q1	–	Sell	-404	Closed	-$40K	–	613
2020 Q4	$40K	Buy	+404	New	+$38.2K	0.04%	253

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Altus Wealth Group's PGR Position: Q1 2021 in Review

Altus Wealth Group sold out of Progressive (PGR) in Q1 2021, closing a stake of 404 shares — an estimated $40K sold.

Altus Wealth Group first reported a position in PGR in Q4 2020 and held it in 1 quarter. The position peaked at $40K in Q4 2020. 992 funds tracked by Wall St. Rank hold PGR as of Q1 2021.

Altus Wealth Group reported no remaining Progressive position as of Q1 2021 after selling out during the quarter.
Altus Wealth Group sold 404 Progressive shares in Q1 2021, an estimated $40K.
Altus Wealth Group first reported a position in Progressive in Q4 2020 and held it in 1 quarter.
Altus Wealth Group's Progressive position peaked at $40K in Q4 2020.
992 funds tracked by Wall St. Rank held Progressive as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.