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Heritage Wealth Management (Arizona)’s Progressive PGR Stock Holding History

Heritage Wealth Management (Arizona)’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 		$7K Buy
+54
New +$6.84K ﹤0.01% 825
2022
Q2 		– Sell
-18
Closed -$2K – 1041
2022
Q1 		$2K Buy
+18
New +$1.95K ﹤0.01% 905
2021
Q3 		$3K Hold
38
– – ﹤0.01% 785
2021
Q2 		$4K Hold
38
– – ﹤0.01% 783
2021
Q1 		$4K Buy
+38
New +$3.45K ﹤0.01% 667

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s PGR Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) opened a new position in Progressive (PGR) in Q4 2022: 54 shares worth $7K. The stake represents ﹤0.01% of the portfolio and ranks #825 among its holdings. This is a return to the name: Heritage Wealth Management (Arizona) previously reported a position in PGR as recently as Q1 2022.

Heritage Wealth Management (Arizona) first reported a position in PGR in Q1 2021 and has held it in 5 quarters since. 1,171 funds tracked by Wall St. Rank hold PGR as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 54 shares of Progressive worth $7K as of Q4 2022.
  • Progressive was a new Heritage Wealth Management (Arizona) position in Q4 2022.
  • Progressive made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #825 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Progressive in Q1 2021 and has held it in 5 quarters since.
  • 1,171 funds tracked by Wall St. Rank held Progressive as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.