Icon Wealth Partners’s Progressive PGR Stock Holding History

Icon Wealth Partners’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
2019 Q2	–	Sell	-111	Closed	-$8K	–	601
2019 Q1	$8K	Buy	+111	New	+$7.61K	﹤0.01%	703
2018 Q3	–	Sell	-218	Closed	-$13K	–	601
2018 Q2	$13K	Buy	+218	New	+$13.3K	0.01%	668
2018 Q1	–	Sell	-190	Closed	-$11K	–	599
2017 Q4	$11K	Buy	+190	New	+$9.83K	0.01%	699

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

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

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

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

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

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Icon Wealth Partners's PGR Position: Q2 2019 in Review

Icon Wealth Partners sold out of Progressive (PGR) in Q2 2019, closing a stake of 111 shares — an estimated $8K sold.

Icon Wealth Partners first reported a position in PGR in Q4 2017 and held it in 3 quarters. The position peaked at $13K in Q2 2018. 910 funds tracked by Wall St. Rank hold PGR as of Q2 2019.

Icon Wealth Partners reported no remaining Progressive position as of Q2 2019 after selling out during the quarter.
Icon Wealth Partners sold 111 Progressive shares in Q2 2019, an estimated $8K.
Icon Wealth Partners first reported a position in Progressive in Q4 2017 and held it in 3 quarters.
Icon Wealth Partners's Progressive position peaked at $13K in Q2 2018.
910 funds tracked by Wall St. Rank held Progressive as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.