CWA
PGR icon

CM Wealth Advisors’s Progressive PGR Stock Holding History

CM 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
2024
Q2 		– Sell
-990
Closed -$213K – 149
2024
Q1 		$213K Sell
990
-8,795
-90% -$1.63M 0.06% 173
2023
Q4 		$1.56M Hold
9,785
– – 0.67% 18
2023
Q3 		$1.56M Buy
+9,785
New +$1.29M 0.6% 20
2023
Q1 		– Sell
-9,785
Closed -$1.27M – 433
2022
Q4 		$1.27M Hold
9,785
– – 0.65% 18
2022
Q3 		$1.14B Hold
9,785
– – 0.63% 18
2022
Q2 		$1.14M Buy
+9,785
New +$1.11M 0.7% 18

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CM Wealth Advisors's PGR Position: Q2 2024 in Review

CM Wealth Advisors sold out of Progressive (PGR) in Q2 2024, closing a stake of 990 shares — an estimated $213K sold.

CM Wealth Advisors first reported a position in PGR in Q2 2022 and held it in 6 quarters. The position peaked at $1.14B in Q3 2022. 1,523 funds tracked by Wall St. Rank hold PGR as of Q2 2024.

  • CM Wealth Advisors reported no remaining Progressive position as of Q2 2024 after selling out during the quarter.
  • CM Wealth Advisors sold 990 Progressive shares in Q2 2024, an estimated $213K.
  • CM Wealth Advisors first reported a position in Progressive in Q2 2022 and held it in 6 quarters.
  • CM Wealth Advisors's Progressive position peaked at $1.14B in Q3 2022.
  • 1,523 funds tracked by Wall St. Rank held Progressive as of Q2 2024.

Based on CM Wealth Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.