Liberty Wealth Management’s Progressive PGR Stock Holding History

Liberty 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
2021 Q4	–	Sell	-56	Closed	-$6K	–	832
2021 Q3	$6K	Buy	56 +28	+100%	+$2.67K	﹤0.01%	923
2021 Q2	$3K	Hold	28	–	–	﹤0.01%	874
2021 Q1	$2K	Hold	28	–	–	﹤0.01%	827
2020 Q4	$2K	Sell	28 -333	-92%	-$31.5K	﹤0.01%	824
2020 Q3	$34K	Sell	361 -29	-7%	-$2.61K	0.02%	305
2020 Q2	$31K	Buy	390 +355	+1,014%	+$27.7K	0.02%	310
2020 Q1	$3K	Buy	+35	New	+$2.7K	﹤0.01%	687
2019 Q4	–	Sell	-527	Closed	-$41K	–	947
2019 Q3	$41K	Sell	527 -21	-4%	-$1.65K	0.04%	263
2019 Q2	$44K	Sell	548 -5	-0.9%	-$387	0.04%	267
2019 Q1	$39K	Buy	553 +49	+10%	+$3.36K	0.03%	234
2018 Q4	$30K	Buy	+504	New	+$33.5K	0.02%	267

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Liberty Wealth Management's PGR Position: Q4 2021 in Review

Liberty Wealth Management sold out of Progressive (PGR) in Q4 2021, closing a stake of 56 shares — an estimated $6K sold.

Liberty Wealth Management first reported a position in PGR in Q4 2018 and held it in 11 quarters. The position peaked at $44K in Q2 2019. 1,056 funds tracked by Wall St. Rank hold PGR as of Q4 2021.

Liberty Wealth Management reported no remaining Progressive position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 56 Progressive shares in Q4 2021, an estimated $6K.
Liberty Wealth Management first reported a position in Progressive in Q4 2018 and held it in 11 quarters.
Liberty Wealth Management's Progressive position peaked at $44K in Q2 2019.
1,056 funds tracked by Wall St. Rank held Progressive as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.