First Capital Advisors Group’s Progressive PGR Stock Holding History

First Capital Advisors Group’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
2023 Q2	$193K	Sell	1,455 -11	-0.8%	-$1.48K	0.1%	144
2023 Q1	$210K	Buy	+1,466	New	+$202K	0.13%	132
2018 Q2	–	Sell	-164	Closed	-$10K	–	598
2018 Q1	$10K	Buy	+164	New	+$9.36K	0.01%	543

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Capital Advisors Group's PGR Position: Q2 2023 in Review

First Capital Advisors Group reduced its Progressive (PGR) stake by 0.75% in Q2 2023, selling an estimated $1.48K and leaving 1,455 shares worth $193K. The position accounts for 0.1% of the portfolio, ranked #144.

First Capital Advisors Group first reported a position in PGR in Q1 2018 and has held it in 3 quarters since. The position peaked at $210K in Q1 2023. 1,179 funds tracked by Wall St. Rank hold PGR as of Q2 2023.

First Capital Advisors Group held 1,455 shares of Progressive worth $193K as of Q2 2023.
First Capital Advisors Group sold 11 Progressive shares in Q2 2023, an estimated $1.48K.
Progressive made up 0.1% of First Capital Advisors Group's portfolio in Q2 2023, its #144 holding.
First Capital Advisors Group first reported a position in Progressive in Q1 2018 and has held it in 3 quarters since.
First Capital Advisors Group's Progressive position peaked at $210K in Q1 2023.
1,179 funds tracked by Wall St. Rank held Progressive as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.