PWP
PGR icon

Personal Wealth Partners’s Progressive PGR Stock Holding History

Personal 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
Q3 		– Sell
-18
Closed -$2K – 310
2021
Q2 		$2K Buy
+18
New +$1.78K ﹤0.01% 390
2020
Q1 		– Sell
-18
Closed -$1K – 455
2019
Q4 		$1K Hold
18
– – ﹤0.01% 450
2019
Q3 		$1K Buy
+18
New +$1.42K ﹤0.01% 464

Other funds holding PGR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Personal Wealth Partners's PGR Position: Q3 2021 in Review

Personal Wealth Partners sold out of Progressive (PGR) in Q3 2021, closing a stake of 18 shares — an estimated $2K sold.

Personal Wealth Partners first reported a position in PGR in Q3 2019 and held it in 3 quarters. The position peaked at $2K in Q2 2021. 984 funds tracked by Wall St. Rank hold PGR as of Q3 2021.

  • Personal Wealth Partners reported no remaining Progressive position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 18 Progressive shares in Q3 2021, an estimated $2K.
  • Personal Wealth Partners first reported a position in Progressive in Q3 2019 and held it in 3 quarters.
  • Personal Wealth Partners's Progressive position peaked at $2K in Q2 2021.
  • 984 funds tracked by Wall St. Rank held Progressive as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.