TLFA
PGR icon

True Link Financial Advisors’s Progressive PGR Stock Holding History

True Link Financial 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
2022
Q1 		– Sell
-42
Closed -$4K – 236
2021
Q4 		$4K Hold
42
– – ﹤0.01% 694
2021
Q3 		$4K Hold
42
– – ﹤0.01% 691
2021
Q2 		$4K Buy
+42
New +$4.15K ﹤0.01% 628

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

True Link Financial Advisors's PGR Position: Q1 2022 in Review

True Link Financial Advisors sold out of Progressive (PGR) in Q1 2022, closing a stake of 42 shares — an estimated $4K sold.

True Link Financial Advisors first reported a position in PGR in Q2 2021 and held it in 3 quarters. The position peaked at $4K in Q4 2021. 1,067 funds tracked by Wall St. Rank hold PGR as of Q1 2022.

  • True Link Financial Advisors reported no remaining Progressive position as of Q1 2022 after selling out during the quarter.
  • True Link Financial Advisors sold 42 Progressive shares in Q1 2022, an estimated $4K.
  • True Link Financial Advisors first reported a position in Progressive in Q2 2021 and held it in 3 quarters.
  • True Link Financial Advisors's Progressive position peaked at $4K in Q4 2021.
  • 1,067 funds tracked by Wall St. Rank held Progressive as of Q1 2022.

Based on True Link Financial Advisors's 13F filing for Q1 2022, filed 16 May 2022.