BDO Wealth Advisors’s Progressive PGR Stock Holding History

BDO 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
2023 Q2	$121K	Buy	911 +65	+8%	+$8.71K	0.01%	316
2023 Q1	$121K	Buy	846 +365	+76%	+$50.3K	0.01%	305
2022 Q4	$62.4K	Hold	481	–	–	0.01%	383
2022 Q3	$56K	Hold	481	–	–	0.01%	394
2022 Q2	$56K	Hold	481	–	–	0.01%	393
2022 Q1	$55K	Hold	481	–	–	0.01%	414
2021 Q4	$49K	Hold	481	–	–	0.01%	447
2021 Q3	$43K	Sell	481 -73	-13%	-$6.96K	﹤0.01%	472
2021 Q2	$54K	Hold	554	–	–	0.01%	456
2021 Q1	$53K	Buy	554 +406	+274%	+$36.9K	0.01%	447
2020 Q4	$15K	Buy	148 +75	+103%	+$7.09K	﹤0.01%	505
2020 Q3	$7K	Buy	+73	New	+$6.56K	﹤0.01%	529

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

BDO Wealth Advisors's PGR Position: Q2 2023 in Review

BDO Wealth Advisors increased its Progressive (PGR) stake by 7.7% in Q2 2023, buying an estimated $8.71K and bringing the position to 911 shares worth $121K. The position accounts for 0.01% of the portfolio, ranked #316.

BDO Wealth Advisors first reported a position in PGR in Q3 2020 and has held it in 12 quarters since. The position peaked at $121K in Q1 2023. 1,179 funds tracked by Wall St. Rank hold PGR as of Q2 2023.

BDO Wealth Advisors held 911 shares of Progressive worth $121K as of Q2 2023.
BDO Wealth Advisors bought 65 Progressive shares in Q2 2023, an estimated $8.71K.
Progressive made up 0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #316 holding.
BDO Wealth Advisors first reported a position in Progressive in Q3 2020 and has held it in 12 quarters since.
BDO Wealth Advisors's Progressive position peaked at $121K in Q1 2023.
1,179 funds tracked by Wall St. Rank held Progressive as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.