SYSTM Wealth Solutions’s Progressive PGR Stock Holding History

SYSTM Wealth Solutions’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	$1.02K	Sell	4 -10,799	-100%	-$2.51M	0.03%	76
2024 Q2	$2.24M	Sell	10,803 -17,395	-62%	-$3.64M	0.5%	70
2024 Q1	$5.83M	Buy	28,198 +474	+2%	+$87.9K	0.74%	30
2023 Q4	$4.42M	Buy	27,724 +1,438	+5%	+$225K	0.61%	39
2023 Q3	$3.66M	Sell	26,286 -2,622	-9%	-$345K	0.56%	45
2023 Q2	$3.83M	Buy	28,908 +333	+1%	+$44.6K	0.52%	45
2023 Q1	$4.09M	Sell	28,575 -438	-2%	-$60.4K	0.63%	34
2022 Q4	$3.76M	Buy	+29,013	New	+$3.68M	0.47%	55

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SYSTM Wealth Solutions's PGR Position: Q3 2024 in Review

SYSTM Wealth Solutions reduced its Progressive (PGR) stake by 100% in Q3 2024, selling an estimated $2.51M and leaving 4 shares worth $1.02K. The position accounts for 0.03% of the portfolio, ranked #76.

SYSTM Wealth Solutions first reported a position in PGR in Q4 2022 and has held it in 8 quarters since. The position peaked at $5.83M in Q1 2024. 1,653 funds tracked by Wall St. Rank hold PGR as of Q3 2024.

SYSTM Wealth Solutions held 4 shares of Progressive worth $1.02K as of Q3 2024.
SYSTM Wealth Solutions sold 10,799 Progressive shares in Q3 2024, an estimated $2.51M.
Progressive made up 0.03% of SYSTM Wealth Solutions's portfolio in Q3 2024, its #76 holding.
SYSTM Wealth Solutions first reported a position in Progressive in Q4 2022 and has held it in 8 quarters since.
SYSTM Wealth Solutions's Progressive position peaked at $5.83M in Q1 2024.
1,653 funds tracked by Wall St. Rank held Progressive as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.