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LWM Advisory Services’s Progressive PGR Stock Holding History

LWM Advisory Services’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
Q3 		– Sell
-2,150
Closed -$447K – 96
2024
Q2 		$447K Buy
2,150
+362
+20% +$75.8K 0.38% 47
2024
Q1 		$370K Sell
1,788
-1,416
-44% -$263K 0.3% 63
2023
Q4 		$510K Hold
3,204
– – 0.45% 41
2023
Q3 		$446K Buy
3,204
+546
+21% +$71.8K 0.48% 40
2023
Q2 		$352K Hold
2,658
– – 0.37% 51
2023
Q1 		$380K Buy
+2,658
New +$367K 0.41% 49

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LWM Advisory Services's PGR Position: Q3 2024 in Review

LWM Advisory Services sold out of Progressive (PGR) in Q3 2024, closing a stake of 2,150 shares — an estimated $447K sold.

LWM Advisory Services first reported a position in PGR in Q1 2023 and held it in 6 quarters. The position peaked at $510K in Q4 2023. 1,654 funds tracked by Wall St. Rank hold PGR as of Q3 2024.

  • LWM Advisory Services reported no remaining Progressive position as of Q3 2024 after selling out during the quarter.
  • LWM Advisory Services sold 2,150 Progressive shares in Q3 2024, an estimated $447K.
  • LWM Advisory Services first reported a position in Progressive in Q1 2023 and held it in 6 quarters.
  • LWM Advisory Services's Progressive position peaked at $510K in Q4 2023.
  • 1,654 funds tracked by Wall St. Rank held Progressive as of Q3 2024.

Based on LWM Advisory Services's 13F filing for Q3 2024, filed 13 Nov 2024.