PFWA
PGR icon

Paces Ferry Wealth Advisors’s Progressive PGR Stock Holding History

Paces Ferry Wealth 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
2020
Q4 		– Sell
-874
Closed -$83K – 830
2020
Q3 		$83K Buy
+874
New +$78.6K 0.07% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Paces Ferry Wealth Advisors's PGR Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Progressive (PGR) in Q4 2020, closing a stake of 874 shares — an estimated $83K sold.

Paces Ferry Wealth Advisors first reported a position in PGR in Q3 2020 and held it in 1 quarter. The position peaked at $83K in Q3 2020. 986 funds tracked by Wall St. Rank hold PGR as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Progressive position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 874 Progressive shares in Q4 2020, an estimated $83K.
  • Paces Ferry Wealth Advisors first reported a position in Progressive in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Progressive position peaked at $83K in Q3 2020.
  • 986 funds tracked by Wall St. Rank held Progressive as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.