Heritage Oak Wealth Advisors’s Progressive PGR Stock Holding History

Heritage Oak 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
2024 Q4	–	Sell	-1,765	Closed	-$448K	–	148
2024 Q3	$448K	Buy	+1,765	New	+$410K	0.21%	71

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Heritage Oak Wealth Advisors's PGR Position: Q4 2024 in Review

Heritage Oak Wealth Advisors sold out of Progressive (PGR) in Q4 2024, closing a stake of 1,765 shares — an estimated $448K sold.

Heritage Oak Wealth Advisors first reported a position in PGR in Q3 2024 and held it in 1 quarter. The position peaked at $448K in Q3 2024. 1,761 funds tracked by Wall St. Rank hold PGR as of Q4 2024.

Heritage Oak Wealth Advisors reported no remaining Progressive position as of Q4 2024 after selling out during the quarter.
Heritage Oak Wealth Advisors sold 1,765 Progressive shares in Q4 2024, an estimated $448K.
Heritage Oak Wealth Advisors first reported a position in Progressive in Q3 2024 and held it in 1 quarter.
Heritage Oak Wealth Advisors's Progressive position peaked at $448K in Q3 2024.
1,761 funds tracked by Wall St. Rank held Progressive as of Q4 2024.

Based on Heritage Oak Wealth Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.