Walled Lake Planning & Wealth Management’s Progressive PGR Stock Holding History

Walled Lake Planning & 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
2021 Q4	–	Sell	-462	Closed	-$42K	–	257
2021 Q3	$42K	Buy	462 +1	+0.2%	+$95	0.03%	172
2021 Q2	$45K	Hold	461	–	–	0.03%	157
2021 Q1	$44K	Buy	461 +11	+2%	+$999	0.03%	151
2020 Q4	$45K	Hold	450	–	–	0.03%	139
2020 Q3	$43K	Hold	450	–	–	0.03%	133
2020 Q2	$36K	Buy	450 +1	+0.2%	+$78	0.03%	126
2020 Q1	$33K	Buy	449 +7	+2%	+$540	0.03%	125
2019 Q4	$32K	Buy	+442	New	+$31.9K	0.02%	135

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Walled Lake Planning & Wealth Management's PGR Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of Progressive (PGR) in Q4 2021, closing a stake of 462 shares — an estimated $42K sold.

Walled Lake Planning & Wealth Management first reported a position in PGR in Q4 2019 and held it in 8 quarters. The position peaked at $45K in Q2 2021. 1,056 funds tracked by Wall St. Rank hold PGR as of Q4 2021.

Walled Lake Planning & Wealth Management reported no remaining Progressive position as of Q4 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 462 Progressive shares in Q4 2021, an estimated $42K.
Walled Lake Planning & Wealth Management first reported a position in Progressive in Q4 2019 and held it in 8 quarters.
Walled Lake Planning & Wealth Management's Progressive position peaked at $45K in Q2 2021.
1,056 funds tracked by Wall St. Rank held Progressive as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.