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Coppell Advisory Solutions’s Progressive PGR Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-41
Closed -$9.82K – 1434
2024
Q4 		$9.82K Sell
41
-291
-88% -$73.3K ﹤0.01% 1124
2024
Q3 		$83.4K Buy
332
+311
+1,481% +$72.3K 0.01% 435
2024
Q2 		$4.36K Buy
+21
New +$4.4K ﹤0.01% 1224
2023
Q4 		$40.5K Sell
254
-49
-16% -$7.67K 0.01% 543
2023
Q3 		$39.3K Buy
303
+179
+144% +$23.5K 0.01% 395
2023
Q2 		$16.4K Buy
+124
New +$16.6K ﹤0.01% 600
2023
Q1 		– Sell
-303
Closed -$39.3K – 815
2022
Q4 		$39.3K Buy
+303
New +$38.4K 0.01% 397

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
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
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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Coppell Advisory Solutions's PGR Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Progressive (PGR) in Q1 2025, closing a stake of 41 shares — an estimated $9.82K sold.

Coppell Advisory Solutions first reported a position in PGR in Q4 2022 and held it in 7 quarters. The position peaked at $83.4K in Q3 2024. 1,840 funds tracked by Wall St. Rank hold PGR as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Progressive position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 41 Progressive shares in Q1 2025, an estimated $9.82K.
  • Coppell Advisory Solutions first reported a position in Progressive in Q4 2022 and held it in 7 quarters.
  • Coppell Advisory Solutions's Progressive position peaked at $83.4K in Q3 2024.
  • 1,840 funds tracked by Wall St. Rank held Progressive as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.