Polaris Wealth Advisory Group’s Progressive PGR Stock Holding History

Polaris Wealth Advisory Group’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 Q2	–	Sell	-51,034	Closed	-$7.3M	–	184
2023 Q1	$7.3M	Sell	51,034 -1,945	-4%	-$268K	0.54%	60
2022 Q4	$7.01M	Sell	52,979 -1,660	-3%	-$210K	0.52%	60
2022 Q3	$6.76M	Sell	54,639 -10,005	-15%	-$1.2M	0.56%	54
2022 Q2	$7.52M	Sell	64,644 -16,961	-21%	-$1.92M	0.6%	45
2022 Q1	$9.75M	Buy	81,605 +224	+0.3%	+$24.2K	0.65%	48
2021 Q4	$8.35M	Buy	+81,381	New	+$7.77M	0.48%	68
2021 Q2	–	Sell	-6,282	Closed	-$601K	–	198
2021 Q1	$601K	Buy	+6,282	New	+$571K	0.04%	116
2020 Q2	–	Sell	-63,551	Closed	-$4.69M	–	158
2020 Q1	$4.69M	Buy	+63,551	New	+$4.9M	0.51%	41
2019 Q3	–	Sell	-305,449	Closed	-$25M	–	176
2019 Q2	$25M	Sell	305,449 -12,359	-4%	-$956K	1.89%	21
2019 Q1	$23.1M	Buy	+317,808	New	+$21.8M	1.74%	26

Other funds holding PGR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Polaris Wealth Advisory Group's PGR Position: Q2 2023 in Review

Polaris Wealth Advisory Group sold out of Progressive (PGR) in Q2 2023, closing a stake of 51,034 shares — an estimated $7.3M sold.

Polaris Wealth Advisory Group first reported a position in PGR in Q1 2019 and held it in 10 quarters. The position peaked at $25M in Q2 2019. 1,180 funds tracked by Wall St. Rank hold PGR as of Q2 2023.

Polaris Wealth Advisory Group reported no remaining Progressive position as of Q2 2023 after selling out during the quarter.
Polaris Wealth Advisory Group sold 51,034 Progressive shares in Q2 2023, an estimated $7.3M.
Polaris Wealth Advisory Group first reported a position in Progressive in Q1 2019 and held it in 10 quarters.
Polaris Wealth Advisory Group's Progressive position peaked at $25M in Q2 2019.
1,180 funds tracked by Wall St. Rank held Progressive as of Q2 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2023, filed 7 Aug 2023.