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Modera Wealth Management’s Progressive PGR Stock Holding History

Modera 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
2023
Q4 		– Sell
-1,848
Closed -$257K – 544
2023
Q3 		$257K Sell
1,848
-426
-19% -$56K ﹤0.01% 480
2023
Q2 		$301K Buy
+2,274
New +$305K 0.01% 467
2022
Q1 		– Sell
-5,085
Closed -$522K – 529
2021
Q4 		$522K Buy
+5,085
New +$485K 0.02% 267
2021
Q1 		– Sell
-3,086
Closed -$305K – 244
2020
Q4 		$305K Buy
+3,086
New +$292K 0.02% 178

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Modera Wealth Management's PGR Position: Q4 2023 in Review

Modera Wealth Management sold out of Progressive (PGR) in Q4 2023, closing a stake of 1,848 shares — an estimated $257K sold.

Modera Wealth Management first reported a position in PGR in Q4 2020 and held it in 4 quarters. The position peaked at $522K in Q4 2021. 1,326 funds tracked by Wall St. Rank hold PGR as of Q4 2023.

  • Modera Wealth Management reported no remaining Progressive position as of Q4 2023 after selling out during the quarter.
  • Modera Wealth Management sold 1,848 Progressive shares in Q4 2023, an estimated $257K.
  • Modera Wealth Management first reported a position in Progressive in Q4 2020 and held it in 4 quarters.
  • Modera Wealth Management's Progressive position peaked at $522K in Q4 2021.
  • 1,326 funds tracked by Wall St. Rank held Progressive as of Q4 2023.

Based on Modera Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.