TFO Wealth Partners’s Progressive PGR Stock Holding History

TFO Wealth Partners’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 Q2	–	Sell	-7	Closed	-$1.45K	–	576
2024 Q1	$1.45K	Sell	7 -4	-36%	-$742	﹤0.01%	131
2023 Q4	$1.75K	Hold	11	–	–	﹤0.01%	142
2023 Q3	$1.46K	Buy	11 +4	+57%	+$526	﹤0.01%	228
2023 Q2	$927	Hold	7	–	–	﹤0.01%	209
2023 Q1	$1K	Buy	7 +6	+600%	+$827	﹤0.01%	169
2022 Q4	$50	Buy	+1	New	+$127	﹤0.01%	854
2022 Q3	–	Sell	-6	Closed	-$1K	–	397
2022 Q2	$1K	Buy	+6	New	+$680	﹤0.01%	450
2020 Q4	–	Sell	-2,540	Closed	-$240K	–	147
2020 Q3	$240K	Hold	2,540	–	–	0.09%	29
2020 Q2	$203K	Hold	2,540	–	–	0.08%	31
2020 Q1	$187K	Hold	2,540	–	–	0.08%	33
2019 Q4	$183K	Buy	+2,540	New	+$183K	0.17%	31

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

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

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

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

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

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

TFO Wealth Partners's PGR Position: Q2 2024 in Review

TFO Wealth Partners sold out of Progressive (PGR) in Q2 2024, closing a stake of 7 shares — an estimated $1.45K sold.

TFO Wealth Partners first reported a position in PGR in Q4 2019 and held it in 11 quarters. The position peaked at $240K in Q3 2020. 1,523 funds tracked by Wall St. Rank hold PGR as of Q2 2024.

TFO Wealth Partners reported no remaining Progressive position as of Q2 2024 after selling out during the quarter.
TFO Wealth Partners sold 7 Progressive shares in Q2 2024, an estimated $1.45K.
TFO Wealth Partners first reported a position in Progressive in Q4 2019 and held it in 11 quarters.
TFO Wealth Partners's Progressive position peaked at $240K in Q3 2020.
1,523 funds tracked by Wall St. Rank held Progressive as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.