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Arbor Trust Wealth Advisors’s Progressive PGR Stock Holding History

Arbor Trust Wealth Advisors’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 		– Sell
-1,900
Closed -$217K – 105
2022
Q1 		$217K Buy
+1,900
New +$205K 0.13% 99
2021
Q1 		– Sell
-2,150
Closed -$213K – 98
2020
Q4 		$213K Sell
2,150
-700
-25% -$66.2K 0.15% 90
2020
Q3 		$270K Hold
2,850
– – 0.23% 67
2020
Q2 		$228K Sell
2,850
-50
-2% -$3.9K 0.21% 79
2020
Q1 		$214K Hold
2,900
– – 0.23% 77
2019
Q4 		$210K Buy
+2,900
New +$209K 0.18% 81

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Arbor Trust Wealth Advisors's PGR Position: Q2 2022 in Review

Arbor Trust Wealth Advisors sold out of Progressive (PGR) in Q2 2022, closing a stake of 1,900 shares — an estimated $217K sold.

Arbor Trust Wealth Advisors first reported a position in PGR in Q4 2019 and held it in 6 quarters. The position peaked at $270K in Q3 2020. 1,082 funds tracked by Wall St. Rank hold PGR as of Q2 2022.

  • Arbor Trust Wealth Advisors reported no remaining Progressive position as of Q2 2022 after selling out during the quarter.
  • Arbor Trust Wealth Advisors sold 1,900 Progressive shares in Q2 2022, an estimated $217K.
  • Arbor Trust Wealth Advisors first reported a position in Progressive in Q4 2019 and held it in 6 quarters.
  • Arbor Trust Wealth Advisors's Progressive position peaked at $270K in Q3 2020.
  • 1,082 funds tracked by Wall St. Rank held Progressive as of Q2 2022.

Based on Arbor Trust Wealth Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.