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Redwood Wealth Management Group’s Progressive PGR Stock Holding History

Redwood Wealth Management 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
2024
Q3 		– Sell
-2
Closed -$415 – 827
2024
Q2 		$415 Buy
+2
New +$419 ﹤0.01% 1065

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Redwood Wealth Management Group's PGR Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of Progressive (PGR) in Q3 2024, closing a stake of 2 shares — an estimated $415 sold.

Redwood Wealth Management Group first reported a position in PGR in Q2 2024 and held it in 1 quarter. The position peaked at $415 in Q2 2024. 1,653 funds tracked by Wall St. Rank hold PGR as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining Progressive position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 2 Progressive shares in Q3 2024, an estimated $415.
  • Redwood Wealth Management Group first reported a position in Progressive in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's Progressive position peaked at $415 in Q2 2024.
  • 1,653 funds tracked by Wall St. Rank held Progressive as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.