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First Foundation Advisors’s Progressive PGR Stock Holding History

First Foundation 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
Q3 		– Sell
-122
Closed -$25.3K – 426
2024
Q2 		$25.3K Sell
122
-128
-51% -$26.8K ﹤0.01% 416
2024
Q1 		$51.7K Buy
250
+38
+18% +$7.05K ﹤0.01% 405
2023
Q4 		$33.8K Sell
212
-3,010
-93% -$471K ﹤0.01% 418
2023
Q3 		$449K Buy
3,222
+829
+35% +$109K 0.02% 263
2023
Q2 		$317K Buy
2,393
+472
+25% +$63.3K 0.01% 310
2023
Q1 		$275K Buy
1,921
+331
+21% +$45.6K 0.01% 309
2022
Q4 		$206K Buy
+1,590
New +$201K 0.01% 364
2021
Q3 		– Sell
-8,643
Closed -$849K – 464
2021
Q2 		$849K Buy
8,643
+4,117
+91% +$407K 0.03% 223
2021
Q1 		$433K Buy
+4,526
New +$411K 0.02% 286

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Foundation Advisors's PGR Position: Q3 2024 in Review

First Foundation Advisors sold out of Progressive (PGR) in Q3 2024, closing a stake of 122 shares — an estimated $25.3K sold.

First Foundation Advisors first reported a position in PGR in Q1 2021 and held it in 9 quarters. The position peaked at $849K in Q2 2021. 1,653 funds tracked by Wall St. Rank hold PGR as of Q3 2024.

  • First Foundation Advisors reported no remaining Progressive position as of Q3 2024 after selling out during the quarter.
  • First Foundation Advisors sold 122 Progressive shares in Q3 2024, an estimated $25.3K.
  • First Foundation Advisors first reported a position in Progressive in Q1 2021 and held it in 9 quarters.
  • First Foundation Advisors's Progressive position peaked at $849K in Q2 2021.
  • 1,653 funds tracked by Wall St. Rank held Progressive as of Q3 2024.

Based on First Foundation Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.