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Coppell Advisory Solutions Corp’s Progressive PGR Stock Holding History

Coppell Advisory Solutions Corp’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
Q1 		– Sell
-303
Closed -$39.3K – 815
2022
Q4 		$39.3K Buy
+303
New +$38.4K 0.01% 397

Other funds holding PGR

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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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Coppell Advisory Solutions Corp's PGR Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of Progressive (PGR) in Q1 2023, closing a stake of 303 shares — an estimated $39.3K sold.

Coppell Advisory Solutions Corp first reported a position in PGR in Q4 2022 and held it in 1 quarter. The position peaked at $39.3K in Q4 2022. 1,187 funds tracked by Wall St. Rank hold PGR as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining Progressive position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 303 Progressive shares in Q1 2023, an estimated $39.3K.
  • Coppell Advisory Solutions Corp first reported a position in Progressive in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's Progressive position peaked at $39.3K in Q4 2022.
  • 1,187 funds tracked by Wall St. Rank held Progressive as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.