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Tradition Wealth Management’s Progressive PGR Stock Holding History

Tradition 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
2024
Q1 		– Sell
-648
Closed -$103K – 958
2023
Q4 		$103K Sell
648
-5
-0.8% -$783 0.01% 461
2023
Q3 		$91K Hold
653
– – 0.01% 462
2023
Q2 		$86K Buy
653
+9
+1% +$1.21K 0.01% 488
2023
Q1 		$92K Buy
644
+1
+0.2% +$138 0.01% 464
2022
Q4 		$83K Buy
643
+4
+0.6% +$507 0.01% 417
2022
Q3 		$74K Buy
+639
New +$76.9K 0.01% 422

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Tradition Wealth Management's PGR Position: Q1 2024 in Review

Tradition Wealth Management sold out of Progressive (PGR) in Q1 2024, closing a stake of 648 shares — an estimated $103K sold.

Tradition Wealth Management first reported a position in PGR in Q3 2022 and held it in 6 quarters. The position peaked at $103K in Q4 2023. 1,459 funds tracked by Wall St. Rank hold PGR as of Q1 2024.

  • Tradition Wealth Management reported no remaining Progressive position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 648 Progressive shares in Q1 2024, an estimated $103K.
  • Tradition Wealth Management first reported a position in Progressive in Q3 2022 and held it in 6 quarters.
  • Tradition Wealth Management's Progressive position peaked at $103K in Q4 2023.
  • 1,459 funds tracked by Wall St. Rank held Progressive as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.