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WealthPLAN Partners’s Progressive PGR Stock Holding History

WealthPLAN 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
2023
Q3 		– Sell
-78
Closed -$10.3K – 898
2023
Q2 		$10.3K Hold
78
– – ﹤0.01% 790
2023
Q1 		$11.2K Buy
+78
New +$10.8K ﹤0.01% 834

Other funds holding PGR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

WealthPLAN Partners's PGR Position: Q3 2023 in Review

WealthPLAN Partners sold out of Progressive (PGR) in Q3 2023, closing a stake of 78 shares — an estimated $10.3K sold.

WealthPLAN Partners first reported a position in PGR in Q1 2023 and held it in 2 quarters. The position peaked at $11.2K in Q1 2023. 1,171 funds tracked by Wall St. Rank hold PGR as of Q3 2023.

  • WealthPLAN Partners reported no remaining Progressive position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 78 Progressive shares in Q3 2023, an estimated $10.3K.
  • WealthPLAN Partners first reported a position in Progressive in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Progressive position peaked at $11.2K in Q1 2023.
  • 1,171 funds tracked by Wall St. Rank held Progressive as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.