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Independent Solutions Wealth Management’s Progressive PGR Stock Holding History

Independent Solutions 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
2020
Q1 		– Sell
-10,626
Closed -$769K – 143
2019
Q4 		$769K Buy
+10,626
New +$766K 0.34% 58

Other funds holding PGR

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Independent Solutions Wealth Management's PGR Position: Q1 2020 in Review

Independent Solutions Wealth Management sold out of Progressive (PGR) in Q1 2020, closing a stake of 10,626 shares — an estimated $769K sold.

Independent Solutions Wealth Management first reported a position in PGR in Q4 2019 and held it in 1 quarter. The position peaked at $769K in Q4 2019. 881 funds tracked by Wall St. Rank hold PGR as of Q1 2020.

  • Independent Solutions Wealth Management reported no remaining Progressive position as of Q1 2020 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 10,626 Progressive shares in Q1 2020, an estimated $769K.
  • Independent Solutions Wealth Management first reported a position in Progressive in Q4 2019 and held it in 1 quarter.
  • Independent Solutions Wealth Management's Progressive position peaked at $769K in Q4 2019.
  • 881 funds tracked by Wall St. Rank held Progressive as of Q1 2020.

Based on Independent Solutions Wealth Management's 13F filing for Q1 2020, filed 19 Dec 2024.