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Atlas Private Wealth Advisors’s Progressive PGR Stock Holding History

Atlas Private 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
2021
Q4 		– Sell
-20
Closed -$2K – 553
2021
Q3 		$2K Hold
20
– – ﹤0.01% 676
2021
Q2 		$2K Sell
20
-39
-66% -$3.86K ﹤0.01% 690
2021
Q1 		$6K Hold
59
– – ﹤0.01% 586
2020
Q4 		$6K Hold
59
– – ﹤0.01% 497
2020
Q3 		$6K Hold
59
– – 0.01% 459
2020
Q2 		$5K Buy
+59
New +$4.61K ﹤0.01% 510

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Atlas Private Wealth Advisors's PGR Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Progressive (PGR) in Q4 2021, closing a stake of 20 shares — an estimated $2K sold.

Atlas Private Wealth Advisors first reported a position in PGR in Q2 2020 and held it in 6 quarters. The position peaked at $6K in Q1 2021. 1,056 funds tracked by Wall St. Rank hold PGR as of Q4 2021.

  • Atlas Private Wealth Advisors reported no remaining Progressive position as of Q4 2021 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 20 Progressive shares in Q4 2021, an estimated $2K.
  • Atlas Private Wealth Advisors first reported a position in Progressive in Q2 2020 and held it in 6 quarters.
  • Atlas Private Wealth Advisors's Progressive position peaked at $6K in Q1 2021.
  • 1,056 funds tracked by Wall St. Rank held Progressive as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.