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Intercontinental Wealth Advisors’s Progressive PGR Stock Holding History

Intercontinental 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
2019
Q4 		– Sell
-101
Closed -$8K – 402
2019
Q3 		$8K Hold
101
– – ﹤0.01% 360
2019
Q2 		$8K Sell
101
-935
-90% -$72.3K ﹤0.01% 338
2019
Q1 		$75K Hold
1,036
– – 0.04% 194
2018
Q4 		$63K Buy
+1,036
New +$68.9K 0.04% 202

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
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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Intercontinental Wealth Advisors's PGR Position: Q4 2019 in Review

Intercontinental Wealth Advisors sold out of Progressive (PGR) in Q4 2019, closing a stake of 101 shares — an estimated $8K sold.

Intercontinental Wealth Advisors first reported a position in PGR in Q4 2018 and held it in 4 quarters. The position peaked at $75K in Q1 2019. 883 funds tracked by Wall St. Rank hold PGR as of Q4 2019.

  • Intercontinental Wealth Advisors reported no remaining Progressive position as of Q4 2019 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 101 Progressive shares in Q4 2019, an estimated $8K.
  • Intercontinental Wealth Advisors first reported a position in Progressive in Q4 2018 and held it in 4 quarters.
  • Intercontinental Wealth Advisors's Progressive position peaked at $75K in Q1 2019.
  • 883 funds tracked by Wall St. Rank held Progressive as of Q4 2019.

Based on Intercontinental Wealth Advisors's 13F filing for Q4 2019, filed 7 Feb 2020.