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Long Island Wealth Management’s Progressive PGR Stock Holding History

Long Island 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
2024
Q1 		– Sell
-56
Closed -$9K – 311
2023
Q4 		$9K Buy
+56
New +$8.77K 0.01% 226

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Long Island Wealth Management's PGR Position: Q1 2024 in Review

Long Island Wealth Management sold out of Progressive (PGR) in Q1 2024, closing a stake of 56 shares — an estimated $9K sold.

Long Island Wealth Management first reported a position in PGR in Q4 2023 and held it in 1 quarter. The position peaked at $9K in Q4 2023. 1,459 funds tracked by Wall St. Rank hold PGR as of Q1 2024.

  • Long Island Wealth Management reported no remaining Progressive position as of Q1 2024 after selling out during the quarter.
  • Long Island Wealth Management sold 56 Progressive shares in Q1 2024, an estimated $9K.
  • Long Island Wealth Management first reported a position in Progressive in Q4 2023 and held it in 1 quarter.
  • Long Island Wealth Management's Progressive position peaked at $9K in Q4 2023.
  • 1,459 funds tracked by Wall St. Rank held Progressive as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.