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Meridian Wealth Partners’s Progressive PGR Stock Holding History

Meridian Wealth Partners’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
Q2 		– Sell
-90
Closed -$9K – 926
2021
Q1 		$9K Buy
+90
New +$8.18K ﹤0.01% 487

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State Street
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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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Meridian Wealth Partners's PGR Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Progressive (PGR) in Q2 2021, closing a stake of 90 shares — an estimated $9K sold.

Meridian Wealth Partners first reported a position in PGR in Q1 2021 and held it in 1 quarter. The position peaked at $9K in Q1 2021. 1,002 funds tracked by Wall St. Rank hold PGR as of Q2 2021.

  • Meridian Wealth Partners reported no remaining Progressive position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 90 Progressive shares in Q2 2021, an estimated $9K.
  • Meridian Wealth Partners first reported a position in Progressive in Q1 2021 and held it in 1 quarter.
  • Meridian Wealth Partners's Progressive position peaked at $9K in Q1 2021.
  • 1,002 funds tracked by Wall St. Rank held Progressive as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.