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Buck Wealth Strategies’s Progressive PGR Stock Holding History

Buck Wealth Strategies’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
Q4 		– Sell
-830
Closed -$116K – 275
2023
Q3 		$116K Sell
830
-156
-16% -$20.5K 0.05% 70
2023
Q2 		$131K Sell
986
-36,349
-97% -$4.87M 0.06% 43
2023
Q1 		$5.34M Buy
+37,335
New +$5.15M 2.61% 9

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Buck Wealth Strategies's PGR Position: Q4 2023 in Review

Buck Wealth Strategies sold out of Progressive (PGR) in Q4 2023, closing a stake of 830 shares — an estimated $116K sold.

Buck Wealth Strategies first reported a position in PGR in Q1 2023 and held it in 3 quarters. The position peaked at $5.34M in Q1 2023. 1,326 funds tracked by Wall St. Rank hold PGR as of Q4 2023.

  • Buck Wealth Strategies reported no remaining Progressive position as of Q4 2023 after selling out during the quarter.
  • Buck Wealth Strategies sold 830 Progressive shares in Q4 2023, an estimated $116K.
  • Buck Wealth Strategies first reported a position in Progressive in Q1 2023 and held it in 3 quarters.
  • Buck Wealth Strategies's Progressive position peaked at $5.34M in Q1 2023.
  • 1,326 funds tracked by Wall St. Rank held Progressive as of Q4 2023.

Based on Buck Wealth Strategies's 13F filing for Q4 2023, filed 23 Jan 2024.