Curi Wealth Management’s Progressive PGR Stock Holding History

Curi Wealth Management’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 Q1	–	Sell	-1,797	Closed	-$286K	–	104
2023 Q4	$286K	Sell	1,797 -12	-0.7%	-$1.88K	0.04%	127
2023 Q3	$252K	Sell	1,809 -43	-2%	-$5.66K	0.04%	131
2023 Q2	$245K	Sell	1,852 -1	-0.1%	-$134	0.03%	148
2023 Q1	$265K	Buy	1,853 +29	+2%	+$4K	0.04%	137
2022 Q4	$237K	Sell	1,824 -1,375	-43%	-$174K	0.03%	167
2022 Q3	$372K	Hold	3,199	–	–	0.06%	119
2022 Q2	$372K	Buy	3,199 +50	+2%	+$5.67K	0.07%	80
2022 Q1	$358K	Buy	3,149 +142	+5%	+$15.4K	0.06%	78
2021 Q4	$308K	Hold	3,007	–	–	0.05%	88
2021 Q3	$271K	Sell	3,007 -914	-23%	-$87.1K	0.12%	74
2021 Q2	$385K	Hold	3,921	–	–	0.19%	55
2021 Q1	$374K	Hold	3,921	–	–	0.24%	52
2020 Q4	$387K	Buy	+3,921	New	+$371K	0.28%	44

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Curi Wealth Management's PGR Position: Q1 2024 in Review

Curi Wealth Management sold out of Progressive (PGR) in Q1 2024, closing a stake of 1,797 shares — an estimated $286K sold.

Curi Wealth Management first reported a position in PGR in Q4 2020 and held it in 13 quarters. The position peaked at $387K in Q4 2020. 1,459 funds tracked by Wall St. Rank hold PGR as of Q1 2024.

Curi Wealth Management reported no remaining Progressive position as of Q1 2024 after selling out during the quarter.
Curi Wealth Management sold 1,797 Progressive shares in Q1 2024, an estimated $286K.
Curi Wealth Management first reported a position in Progressive in Q4 2020 and held it in 13 quarters.
Curi Wealth Management's Progressive position peaked at $387K in Q4 2020.
1,459 funds tracked by Wall St. Rank held Progressive as of Q1 2024.

Based on Curi Wealth Management's 13F filing for Q1 2024.