NWM
PGR icon

Nicola Wealth Management’s Progressive PGR Stock Holding History

Nicola 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
-77,000
Closed -$6.96M – 121
2021
Q3 		$6.96M Hold
77,000
– – 0.72% 58
2021
Q2 		$7.56M Sell
77,000
-29,600
-28% -$2.93M 0.78% 60
2021
Q1 		$10.2M Buy
106,600
+32,000
+43% +$2.91M 1.14% 35
2020
Q4 		$7.38M Buy
74,600
+4,000
+6% +$378K 0.92% 47
2020
Q3 		$6.68M Sell
70,600
-19,400
-22% -$1.74M 0.95% 48
2020
Q2 		$7.21M Buy
90,000
+20,000
+29% +$1.56M 1% 43
2020
Q1 		$5.17M Hold
70,000
– – 0.78% 48
2019
Q4 		$5.07M Buy
70,000
+16,000
+30% +$1.15M 0.76% 61
2019
Q3 		$4.17M Buy
+54,000
New +$4.25M 0.65% 67

Other funds holding PGR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $1.47T AUM 27.86% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return