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PFG Private Wealth Management’s Progressive PGR Stock Holding History

PFG Private 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
Q1 		– Sell
-36
Closed -$5K – 364
2022
Q4 		$5K Hold
36
– – ﹤0.01% 223
2022
Q3 		$4K Hold
36
– – ﹤0.01% 231
2022
Q2 		$4K Hold
36
– – ﹤0.01% 241
2022
Q1 		$4K Hold
36
– – ﹤0.01% 245
2021
Q4 		$4K Hold
36
– – ﹤0.01% 250
2021
Q3 		$3K Buy
+36
New +$3.43K ﹤0.01% 260

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PFG Private Wealth Management's PGR Position: Q1 2023 in Review

PFG Private Wealth Management sold out of Progressive (PGR) in Q1 2023, closing a stake of 36 shares — an estimated $5K sold.

PFG Private Wealth Management first reported a position in PGR in Q3 2021 and held it in 6 quarters. The position peaked at $5K in Q4 2022. 1,187 funds tracked by Wall St. Rank hold PGR as of Q1 2023.

  • PFG Private Wealth Management reported no remaining Progressive position as of Q1 2023 after selling out during the quarter.
  • PFG Private Wealth Management sold 36 Progressive shares in Q1 2023, an estimated $5K.
  • PFG Private Wealth Management first reported a position in Progressive in Q3 2021 and held it in 6 quarters.
  • PFG Private Wealth Management's Progressive position peaked at $5K in Q4 2022.
  • 1,187 funds tracked by Wall St. Rank held Progressive as of Q1 2023.

Based on PFG Private Wealth Management's 13F filing for Q1 2023, filed 1 May 2023.