Wealth Advisory Solutions’s Progressive PGR Stock Holding History

Wealth Advisory Solutions’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 Q3	–	Sell	-2,504	Closed	-$291K	–	150
2022 Q2	$291K	Buy	2,504 +259	+12%	+$29.4K	0.07%	117
2022 Q1	$256K	Buy	+2,245	New	+$243K	0.05%	135
2021 Q3	$404K	Sell	4,466 -10,100	-69%	-$963K	0.09%	115
2021 Q2	$1.43M	Sell	14,566 -39	-0.3%	-$3.86K	0.34%	74
2021 Q1	$1K	Buy	14,605 +12,298	+533%	+$1.12M	﹤0.01%	128
2020 Q4	$228K	Buy	+2,307	New	+$218K	0.06%	146
2020 Q3	–	Sell	-3,556	Closed	-$284K	–	186
2020 Q2	$284K	Buy	+3,556	New	+$278K	0.08%	148

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

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Wealth Advisory Solutions's PGR Position: Q3 2022 in Review

Wealth Advisory Solutions sold out of Progressive (PGR) in Q3 2022, closing a stake of 2,504 shares — an estimated $291K sold.

Wealth Advisory Solutions first reported a position in PGR in Q2 2020 and held it in 7 quarters. The position peaked at $1.43M in Q2 2021. 1,105 funds tracked by Wall St. Rank hold PGR as of Q3 2022.

Wealth Advisory Solutions reported no remaining Progressive position as of Q3 2022 after selling out during the quarter.
Wealth Advisory Solutions sold 2,504 Progressive shares in Q3 2022, an estimated $291K.
Wealth Advisory Solutions first reported a position in Progressive in Q2 2020 and held it in 7 quarters.
Wealth Advisory Solutions's Progressive position peaked at $1.43M in Q2 2021.
1,105 funds tracked by Wall St. Rank held Progressive as of Q3 2022.

Based on Wealth Advisory Solutions's 13F filing for Q3 2022, filed 16 Nov 2022.