Wagner Wealth Management (South Carolina)’s Progressive PGR Stock Holding History

Wagner Wealth Management (South Carolina)’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 Q4	–	Sell	-299	Closed	-$35K	–	586
2022 Q3	$35K	Hold	299	–	–	0.03%	245
2022 Q2	$35K	Buy	+299	New	+$33.9K	0.03%	244
2022 Q1	–	Sell	-299	Closed	-$31K	–	539
2021 Q4	$31K	Hold	299	–	–	0.02%	323
2021 Q3	$28K	Hold	299	–	–	0.02%	330
2021 Q2	$29K	Buy	299 +206	+222%	+$20.4K	0.02%	336
2021 Q1	$9K	Buy	+93	New	+$8.45K	0.01%	480

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

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

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

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

Wagner Wealth Management (South Carolina)'s PGR Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Progressive (PGR) in Q4 2022, closing a stake of 299 shares — an estimated $35K sold.

Wagner Wealth Management (South Carolina) first reported a position in PGR in Q1 2021 and held it in 6 quarters. The position peaked at $35K in Q3 2022. 1,172 funds tracked by Wall St. Rank hold PGR as of Q4 2022.

Wagner Wealth Management (South Carolina) reported no remaining Progressive position as of Q4 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 299 Progressive shares in Q4 2022, an estimated $35K.
Wagner Wealth Management (South Carolina) first reported a position in Progressive in Q1 2021 and held it in 6 quarters.
Wagner Wealth Management (South Carolina)'s Progressive position peaked at $35K in Q3 2022.
1,172 funds tracked by Wall St. Rank held Progressive as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.