Cornerstone Advisory’s Progressive PGR Stock Holding History

Cornerstone Advisory’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
2022 Q1	–	Sell	-290	Closed	-$30K	–	626
2021 Q4	$30K	Buy	+290	New	+$27.7K	﹤0.01%	481

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

Cornerstone Advisory's PGR Position: Q1 2022 in Review

Cornerstone Advisory sold out of Progressive (PGR) in Q1 2022, closing a stake of 290 shares — an estimated $30K sold.

Cornerstone Advisory first reported a position in PGR in Q4 2021 and held it in 1 quarter. The position peaked at $30K in Q4 2021. 1,067 funds tracked by Wall St. Rank hold PGR as of Q1 2022.

Cornerstone Advisory reported no remaining Progressive position as of Q1 2022 after selling out during the quarter.
Cornerstone Advisory sold 290 Progressive shares in Q1 2022, an estimated $30K.
Cornerstone Advisory first reported a position in Progressive in Q4 2021 and held it in 1 quarter.
Cornerstone Advisory's Progressive position peaked at $30K in Q4 2021.
1,067 funds tracked by Wall St. Rank held Progressive as of Q1 2022.

Based on Cornerstone Advisory's 13F filing for Q1 2022, filed 20 May 2022.