Ropes Wealth Advisors’s Progressive PGR Stock Holding History

Ropes 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
2021 Q1	–	Sell	-972	Closed	-$96K	–	630
2020 Q4	$96K	Buy	972 +6	+0.6%	+$568	0.01%	322
2020 Q3	$91K	Buy	966 +488	+102%	+$43.9K	0.02%	278
2020 Q2	$38K	Hold	478	–	–	0.01%	333
2020 Q1	$35K	Hold	478	–	–	0.01%	311
2019 Q4	$35K	Hold	478	–	–	0.01%	364
2019 Q3	$37K	Sell	478 -63	-12%	-$4.96K	0.01%	361
2019 Q2	$43K	Hold	541	–	–	0.01%	354
2019 Q1	$39K	Buy	+541	New	+$37.1K	0.01%	356
2017 Q3	–	Sell	-504	Closed	-$22K	–	716
2017 Q2	$22K	Hold	504	–	–	0.01%	392
2017 Q1	$20K	Sell	504 -4,210	-89%	-$161K	0.01%	402
2016 Q4	$167K	Sell	4,714 -6,981	-60%	-$231K	0.05%	220
2016 Q3	$368K	Buy	+11,695	New	+$381K	0.12%	142
2016 Q1	–	Sell	-3,480	Closed	-$111K	–	510
2015 Q4	$111K	Buy	3,480 +3,443	+9,305%	+$109K	0.05%	190
2015 Q3	$1K	Buy	+37	New	+$1.12K	﹤0.01%	396

Other funds holding PGR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ropes Wealth Advisors's PGR Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Progressive (PGR) in Q1 2021, closing a stake of 972 shares — an estimated $96K sold.

Ropes Wealth Advisors first reported a position in PGR in Q3 2015 and held it in 14 quarters. The position peaked at $368K in Q3 2016. 992 funds tracked by Wall St. Rank hold PGR as of Q1 2021.

Ropes Wealth Advisors reported no remaining Progressive position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 972 Progressive shares in Q1 2021, an estimated $96K.
Ropes Wealth Advisors first reported a position in Progressive in Q3 2015 and held it in 14 quarters.
Ropes Wealth Advisors's Progressive position peaked at $368K in Q3 2016.
992 funds tracked by Wall St. Rank held Progressive as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.