FSC Wealth Advisors’s Progressive PGR Stock Holding History

FSC 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
2022 Q4	–	Sell	-40	Closed	-$5K	–	210
2022 Q3	$5K	Hold	40	–	–	0.05%	134
2022 Q2	$5K	Buy	+40	New	+$4.54K	0.04%	139

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

FSC Wealth Advisors's PGR Position: Q4 2022 in Review

FSC Wealth Advisors sold out of Progressive (PGR) in Q4 2022, closing a stake of 40 shares — an estimated $5K sold.

FSC Wealth Advisors first reported a position in PGR in Q2 2022 and held it in 2 quarters. The position peaked at $5K in Q3 2022. 1,171 funds tracked by Wall St. Rank hold PGR as of Q4 2022.

FSC Wealth Advisors reported no remaining Progressive position as of Q4 2022 after selling out during the quarter.
FSC Wealth Advisors sold 40 Progressive shares in Q4 2022, an estimated $5K.
FSC Wealth Advisors first reported a position in Progressive in Q2 2022 and held it in 2 quarters.
FSC Wealth Advisors's Progressive position peaked at $5K in Q3 2022.
1,171 funds tracked by Wall St. Rank held Progressive as of Q4 2022.

Based on FSC Wealth Advisors's 13F filing for Q4 2022, filed 17 Jan 2023.