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Fortis Capital Advisors’s Progressive PGR Stock Holding History

Fortis Capital 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
2023
Q2 		– Sell
-320
Closed -$45.8K – 475
2023
Q1 		$45.8K Sell
320
-49
-13% -$6.76K 0.02% 292
2022
Q4 		$47.9K Buy
+369
New +$46.8K 0.03% 300

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Fortis Capital Advisors's PGR Position: Q2 2023 in Review

Fortis Capital Advisors sold out of Progressive (PGR) in Q2 2023, closing a stake of 320 shares — an estimated $45.8K sold.

Fortis Capital Advisors first reported a position in PGR in Q4 2022 and held it in 2 quarters. The position peaked at $47.9K in Q4 2022. 1,179 funds tracked by Wall St. Rank hold PGR as of Q2 2023.

  • Fortis Capital Advisors reported no remaining Progressive position as of Q2 2023 after selling out during the quarter.
  • Fortis Capital Advisors sold 320 Progressive shares in Q2 2023, an estimated $45.8K.
  • Fortis Capital Advisors first reported a position in Progressive in Q4 2022 and held it in 2 quarters.
  • Fortis Capital Advisors's Progressive position peaked at $47.9K in Q4 2022.
  • 1,179 funds tracked by Wall St. Rank held Progressive as of Q2 2023.

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