Wealthcare Capital Management’s Progressive PGR Stock Holding History

Wealthcare Capital 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 Q2	–	Sell	-68	Closed	-$7K	–	509
2021 Q1	$7K	Buy	+68	New	+$6.18K	﹤0.01%	324
2020 Q1	–	Sell	-55	Closed	-$4K	–	535
2019 Q4	$4K	Buy	+55	New	+$3.96K	﹤0.01%	323
2015 Q3	–	Sell	-119	Closed	-$3K	–	347
2015 Q2	$3K	Sell	119 -258	-68%	-$7.04K	﹤0.01%	303
2015 Q1	$10K	Buy	+377	New	+$10.1K	﹤0.01%	499

Other funds holding PGR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Wealthcare Capital Management's PGR Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Progressive (PGR) in Q2 2021, closing a stake of 68 shares — an estimated $7K sold.

Wealthcare Capital Management first reported a position in PGR in Q1 2015 and held it in 4 quarters. The position peaked at $10K in Q1 2015. 1,003 funds tracked by Wall St. Rank hold PGR as of Q2 2021.

Wealthcare Capital Management reported no remaining Progressive position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 68 Progressive shares in Q2 2021, an estimated $7K.
Wealthcare Capital Management first reported a position in Progressive in Q1 2015 and held it in 4 quarters.
Wealthcare Capital Management's Progressive position peaked at $10K in Q1 2015.
1,003 funds tracked by Wall St. Rank held Progressive as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.