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Financial Synergies Wealth Advisors’s Progressive PGR Stock Holding History

Financial Synergies 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
2024
Q2 		– Sell
-11
Closed -$2.28K – 351
2024
Q1 		$2.28K Hold
11
– – ﹤0.01% 310
2023
Q4 		$1.43K Hold
11
– – ﹤0.01% 285
2023
Q3 		$1.53K Hold
11
– – ﹤0.01% 332
2023
Q2 		$1.46K Hold
11
– – ﹤0.01% 325
2023
Q1 		$1.57K Hold
11
– – ﹤0.01% 323
2022
Q4 		$1.43K Hold
11
– – ﹤0.01% 285
2022
Q3 		$1.28K Sell
11
-5
-31% -$602 ﹤0.01% 266
2022
Q2 		$1.86K Buy
+16
New +$1.81K ﹤0.01% 243

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Synergies Wealth Advisors's PGR Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Progressive (PGR) in Q2 2024, closing a stake of 11 shares — an estimated $2.28K sold.

Financial Synergies Wealth Advisors first reported a position in PGR in Q2 2022 and held it in 8 quarters. The position peaked at $2.28K in Q1 2024. 1,524 funds tracked by Wall St. Rank hold PGR as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining Progressive position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 11 Progressive shares in Q2 2024, an estimated $2.28K.
  • Financial Synergies Wealth Advisors first reported a position in Progressive in Q2 2022 and held it in 8 quarters.
  • Financial Synergies Wealth Advisors's Progressive position peaked at $2.28K in Q1 2024.
  • 1,524 funds tracked by Wall St. Rank held Progressive as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.