Global Wealth Management Investment Advisory’s Progressive PGR Stock Holding History

Global Wealth Management Investment Advisory’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
2020 Q3	–	Sell	-23	Closed	-$2K	–	576
2020 Q2	$2K	Hold	23	–	–	﹤0.01%	526
2020 Q1	$2K	Sell	23 -20	-47%	-$1.54K	﹤0.01%	516
2019 Q4	$3K	Sell	43 -10	-19%	-$721	﹤0.01%	488
2019 Q3	$4K	Sell	53 -145	-73%	-$11.4K	﹤0.01%	431
2019 Q2	$16K	Buy	198 +168	+560%	+$13K	0.01%	308
2019 Q1	$2K	Hold	30	–	–	﹤0.01%	568
2018 Q4	$2K	Buy	+30	New	+$2K	﹤0.01%	600

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

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

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Global Wealth Management Investment Advisory's PGR Position: Q3 2020 in Review

Global Wealth Management Investment Advisory sold out of Progressive (PGR) in Q3 2020, closing a stake of 23 shares — an estimated $2K sold.

Global Wealth Management Investment Advisory first reported a position in PGR in Q4 2018 and held it in 7 quarters. The position peaked at $16K in Q2 2019. 951 funds tracked by Wall St. Rank hold PGR as of Q3 2020.

Global Wealth Management Investment Advisory reported no remaining Progressive position as of Q3 2020 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 23 Progressive shares in Q3 2020, an estimated $2K.
Global Wealth Management Investment Advisory first reported a position in Progressive in Q4 2018 and held it in 7 quarters.
Global Wealth Management Investment Advisory's Progressive position peaked at $16K in Q2 2019.
951 funds tracked by Wall St. Rank held Progressive as of Q3 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.