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Laurel Wealth Advisors (California)’s Progressive PGR Stock Holding History

Laurel Wealth Advisors (California)’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
Q1 		– Sell
-2,039
Closed -$209K – 787
2021
Q4 		$209K Buy
+2,039
New +$195K 0.02% 748

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Laurel Wealth Advisors (California)'s PGR Position: Q1 2022 in Review

Laurel Wealth Advisors (California) sold out of Progressive (PGR) in Q1 2022, closing a stake of 2,039 shares — an estimated $209K sold.

Laurel Wealth Advisors (California) first reported a position in PGR in Q4 2021 and held it in 1 quarter. The position peaked at $209K in Q4 2021. 1,067 funds tracked by Wall St. Rank hold PGR as of Q1 2022.

  • Laurel Wealth Advisors (California) reported no remaining Progressive position as of Q1 2022 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 2,039 Progressive shares in Q1 2022, an estimated $209K.
  • Laurel Wealth Advisors (California) first reported a position in Progressive in Q4 2021 and held it in 1 quarter.
  • Laurel Wealth Advisors (California)'s Progressive position peaked at $209K in Q4 2021.
  • 1,067 funds tracked by Wall St. Rank held Progressive as of Q1 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q1 2022, filed 13 May 2022.