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Financial Planners of Cleveland’s Progressive PGR Stock Holding History

Financial Planners of Cleveland’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
Q2 		– Sell
-3,299
Closed -$376K – 36
2022
Q1 		$376K Sell
3,299
-300
-8% -$32.4K 0.16% 42
2021
Q4 		$393K Buy
+3,599
New +$344K 0.16% 48

Other funds holding PGR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Financial Planners of Cleveland's PGR Position: Q2 2022 in Review

Financial Planners of Cleveland sold out of Progressive (PGR) in Q2 2022, closing a stake of 3,299 shares — an estimated $376K sold.

Financial Planners of Cleveland first reported a position in PGR in Q4 2021 and held it in 2 quarters. The position peaked at $393K in Q4 2021. 1,083 funds tracked by Wall St. Rank hold PGR as of Q2 2022.

  • Financial Planners of Cleveland reported no remaining Progressive position as of Q2 2022 after selling out during the quarter.
  • Financial Planners of Cleveland sold 3,299 Progressive shares in Q2 2022, an estimated $376K.
  • Financial Planners of Cleveland first reported a position in Progressive in Q4 2021 and held it in 2 quarters.
  • Financial Planners of Cleveland's Progressive position peaked at $393K in Q4 2021.
  • 1,083 funds tracked by Wall St. Rank held Progressive as of Q2 2022.

Based on Financial Planners of Cleveland's 13F filing for Q2 2022.