Evolution Wealth Advisors’s Progressive PGR Stock Holding History

Evolution Wealth Advisors’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
2021 Q4	–	Sell	-453	Closed	-$41K	–	498
2021 Q3	$41K	Buy	453 +185	+69%	+$17.6K	0.01%	238
2021 Q2	$26K	Sell	268 -44	-14%	-$4.35K	0.01%	277
2021 Q1	$30K	Buy	312 +111	+55%	+$10.1K	0.01%	246
2020 Q4	$20K	Hold	201	–	–	﹤0.01%	267
2020 Q3	$19K	Buy	201 +120	+148%	+$10.8K	0.01%	271
2020 Q2	$6K	Buy	+81	New	+$6.32K	﹤0.01%	347
2020 Q1	–	Sell	-103	Closed	-$7K	–	561
2019 Q4	$7K	Buy	+103	New	+$7.42K	﹤0.01%	355
2019 Q3	–	Sell	-81	Closed	-$6K	–	565
2019 Q2	$6K	Buy	+81	New	+$6.27K	﹤0.01%	247

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Evolution Wealth Advisors's PGR Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Progressive (PGR) in Q4 2021, closing a stake of 453 shares — an estimated $41K sold.

Evolution Wealth Advisors first reported a position in PGR in Q2 2019 and held it in 8 quarters. The position peaked at $41K in Q3 2021. 1,056 funds tracked by Wall St. Rank hold PGR as of Q4 2021.

Evolution Wealth Advisors reported no remaining Progressive position as of Q4 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 453 Progressive shares in Q4 2021, an estimated $41K.
Evolution Wealth Advisors first reported a position in Progressive in Q2 2019 and held it in 8 quarters.
Evolution Wealth Advisors's Progressive position peaked at $41K in Q3 2021.
1,056 funds tracked by Wall St. Rank held Progressive as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.