BKM Wealth Management’s Progressive PGR Stock Holding History

BKM 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
2024 Q1	–	Sell	-341	Closed	-$54.3K	–	448
2023 Q4	$54.3K	Buy	+341	New	+$53.4K	0.02%	252

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

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

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

BKM Wealth Management's PGR Position: Q1 2024 in Review

BKM Wealth Management sold out of Progressive (PGR) in Q1 2024, closing a stake of 341 shares — an estimated $54.3K sold.

BKM Wealth Management first reported a position in PGR in Q4 2023 and held it in 1 quarter. The position peaked at $54.3K in Q4 2023. 1,459 funds tracked by Wall St. Rank hold PGR as of Q1 2024.

BKM Wealth Management reported no remaining Progressive position as of Q1 2024 after selling out during the quarter.
BKM Wealth Management sold 341 Progressive shares in Q1 2024, an estimated $54.3K.
BKM Wealth Management first reported a position in Progressive in Q4 2023 and held it in 1 quarter.
BKM Wealth Management's Progressive position peaked at $54.3K in Q4 2023.
1,459 funds tracked by Wall St. Rank held Progressive as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.