Harvest Group Wealth Management’s Progressive PGR Stock Holding History

Harvest Group 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
2021 Q1	–	Sell	-682	Closed	-$67K	–	516
2020 Q4	$67K	Buy	682 +169	+33%	+$16K	0.04%	87
2020 Q3	$49K	Hold	513	–	–	0.03%	94
2020 Q2	$41K	Hold	513	–	–	0.03%	91
2020 Q1	$37K	Buy	513 +449	+702%	+$34.6K	0.04%	90
2019 Q4	$4K	Sell	64 -205	-76%	-$14.8K	﹤0.01%	445
2019 Q3	$21K	Buy	+269	New	+$21.2K	0.03%	155

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

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

Harvest Group Wealth Management's PGR Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Progressive (PGR) in Q1 2021, closing a stake of 682 shares — an estimated $67K sold.

Harvest Group Wealth Management first reported a position in PGR in Q3 2019 and held it in 6 quarters. The position peaked at $67K in Q4 2020. 992 funds tracked by Wall St. Rank hold PGR as of Q1 2021.

Harvest Group Wealth Management reported no remaining Progressive position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 682 Progressive shares in Q1 2021, an estimated $67K.
Harvest Group Wealth Management first reported a position in Progressive in Q3 2019 and held it in 6 quarters.
Harvest Group Wealth Management's Progressive position peaked at $67K in Q4 2020.
992 funds tracked by Wall St. Rank held Progressive as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.