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Engrave Wealth Partners’s Progressive PGR Stock Holding History

Engrave Wealth Partners’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
2020
Q3 		– Sell
-31
Closed -$2K – 323
2020
Q2 		$2K Sell
31
-10
-24% -$781 ﹤0.01% 404
2020
Q1 		$3K Sell
41
-67
-62% -$5.16K ﹤0.01% 331
2019
Q4 		$7K Buy
+108
New +$7.79K 0.01% 337

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Engrave Wealth Partners's PGR Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Progressive (PGR) in Q3 2020, closing a stake of 31 shares — an estimated $2K sold.

Engrave Wealth Partners first reported a position in PGR in Q4 2019 and held it in 3 quarters. The position peaked at $7K in Q4 2019. 950 funds tracked by Wall St. Rank hold PGR as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Progressive position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 31 Progressive shares in Q3 2020, an estimated $2K.
  • Engrave Wealth Partners first reported a position in Progressive in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's Progressive position peaked at $7K in Q4 2019.
  • 950 funds tracked by Wall St. Rank held Progressive as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.