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Optimum Investment Advisors’s Progressive PGR Stock Holding History

Optimum Investment Advisors’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
2019
Q4 		– Sell
-85
Closed -$7K – 999
2019
Q3 		$7K Buy
+85
New +$6.69K ﹤0.01% 851
2019
Q2 		– Sell
-100
Closed -$7K – 988
2019
Q1 		$7K Sell
100
-535
-84% -$36.7K ﹤0.01% 858
2018
Q4 		$38K Hold
635
– – 0.01% 512
2018
Q3 		$45K Hold
635
– – 0.01% 551
2018
Q2 		$38K Buy
635
+91
+17% +$5.57K 0.01% 590
2018
Q1 		$33K Buy
+544
New +$31.1K 0.01% 604

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
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 $1.56T AUM 27.86% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Optimum Investment Advisors's PGR Position: Q4 2019 in Review

Optimum Investment Advisors sold out of Progressive (PGR) in Q4 2019, closing a stake of 85 shares — an estimated $7K sold.

Optimum Investment Advisors first reported a position in PGR in Q1 2018 and held it in 6 quarters. The position peaked at $45K in Q3 2018. 883 funds tracked by Wall St. Rank hold PGR as of Q4 2019.

  • Optimum Investment Advisors reported no remaining Progressive position as of Q4 2019 after selling out during the quarter.
  • Optimum Investment Advisors sold 85 Progressive shares in Q4 2019, an estimated $7K.
  • Optimum Investment Advisors first reported a position in Progressive in Q1 2018 and held it in 6 quarters.
  • Optimum Investment Advisors's Progressive position peaked at $45K in Q3 2018.
  • 883 funds tracked by Wall St. Rank held Progressive as of Q4 2019.

Based on Optimum Investment Advisors's 13F filing for Q4 2019, filed 22 Jan 2020.