Walden Wealth Partners’s Progressive PGR Stock Holding History

Walden 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	-1,045	Closed	-$219K	–	91
2024 Q1	$219K	Buy	+1,045	New	+$194K	0.13%	86

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

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

Walden Wealth Partners sold out of Progressive (PGR) in Q2 2024, closing a stake of 1,045 shares — an estimated $219K sold.

Walden Wealth Partners first reported a position in PGR in Q1 2024 and held it in 1 quarter. The position peaked at $219K in Q1 2024. 1,523 funds tracked by Wall St. Rank hold PGR as of Q2 2024.

Walden Wealth Partners reported no remaining Progressive position as of Q2 2024 after selling out during the quarter.
Walden Wealth Partners sold 1,045 Progressive shares in Q2 2024, an estimated $219K.
Walden Wealth Partners first reported a position in Progressive in Q1 2024 and held it in 1 quarter.
Walden Wealth Partners's Progressive position peaked at $219K in Q1 2024.
1,523 funds tracked by Wall St. Rank held Progressive as of Q2 2024.

Based on Walden Wealth Partners's 13F filing for Q2 2024, filed 11 Jul 2024.