Total Clarity Wealth Management’s Progressive PGR Stock Holding History

Total Clarity Wealth Management’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
2022 Q3	–	Sell	-200	Closed	-$23K	–	773
2022 Q2	$23K	Buy	+200	New	+$22.7K	0.01%	529
2022 Q1	–	Sell	-200	Closed	-$21K	–	713
2021 Q4	$21K	Buy	+200	New	+$19.1K	0.01%	561

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Total Clarity Wealth Management's PGR Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of Progressive (PGR) in Q3 2022, closing a stake of 200 shares — an estimated $23K sold.

Total Clarity Wealth Management first reported a position in PGR in Q4 2021 and held it in 2 quarters. The position peaked at $23K in Q2 2022. 1,105 funds tracked by Wall St. Rank hold PGR as of Q3 2022.

Total Clarity Wealth Management reported no remaining Progressive position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 200 Progressive shares in Q3 2022, an estimated $23K.
Total Clarity Wealth Management first reported a position in Progressive in Q4 2021 and held it in 2 quarters.
Total Clarity Wealth Management's Progressive position peaked at $23K in Q2 2022.
1,105 funds tracked by Wall St. Rank held Progressive as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.