FWM
PGR icon

Focused Wealth Management’s Progressive PGR Stock Holding History

Focused Wealth Management’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
Q4 		– Sell
-511
Closed -$326K – 241
2024
Q3 		$326K Buy
+511
New +$119K 0.04% 144
2024
Q1 		– Sell
-511
Closed -$81.4K – 739
2023
Q4 		$81.4K Hold
511
– – 0.01% 237
2023
Q3 		$71.2K Hold
511
– – 0.01% 248
2023
Q2 		$67.6K Sell
511
-80
-14% -$10.7K 0.01% 260
2023
Q1 		$84.5K Buy
591
+1
+0.2% +$138 0.02% 223
2022
Q4 		$76.6K Hold
590
– – 0.02% 242
2022
Q3 		$69K Hold
590
– – 0.01% 225
2022
Q2 		$69K Hold
590
– – 0.01% 244
2022
Q1 		$67K Hold
590
– – 0.01% 277
2021
Q4 		$61K Buy
590
+4
+0.7% +$382 0.01% 344
2021
Q3 		$53K Buy
586
+3
+0.5% +$286 0.01% 378
2021
Q2 		$57K Buy
583
+3
+0.5% +$297 0.01% 358
2021
Q1 		$55K Buy
580
+387
+201% +$35.2K 0.01% 360
2020
Q4 		$19K Sell
193
-43
-18% -$4.07K ﹤0.01% 469
2020
Q3 		$22K Hold
236
– – ﹤0.01% 399
2020
Q2 		$19K Buy
+236
New +$18.4K ﹤0.01% 417

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
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
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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Focused Wealth Management's PGR Position: Q4 2024 in Review

Focused Wealth Management sold out of Progressive (PGR) in Q4 2024, closing a stake of 511 shares — an estimated $326K sold.

Focused Wealth Management first reported a position in PGR in Q2 2020 and held it in 16 quarters. The position peaked at $326K in Q3 2024. 1,761 funds tracked by Wall St. Rank hold PGR as of Q4 2024.

  • Focused Wealth Management reported no remaining Progressive position as of Q4 2024 after selling out during the quarter.
  • Focused Wealth Management sold 511 Progressive shares in Q4 2024, an estimated $326K.
  • Focused Wealth Management first reported a position in Progressive in Q2 2020 and held it in 16 quarters.
  • Focused Wealth Management's Progressive position peaked at $326K in Q3 2024.
  • 1,761 funds tracked by Wall St. Rank held Progressive as of Q4 2024.

Based on Focused Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.