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WealthShield Partners’s Progressive PGR Stock Holding History

WealthShield 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
2022
Q1 		– Sell
-691
Closed -$489K – 364
2021
Q4 		$489K Buy
+691
New +$66K 0.08% 195
2021
Q3 		– Sell
-430
Closed -$42K – 586
2021
Q2 		$42K Hold
430
– – 0.01% 510
2021
Q1 		$41K Sell
430
-2,550
-86% -$232K 0.01% 491
2020
Q4 		$295K Buy
2,980
+79
+3% +$7.47K 0.05% 238
2020
Q3 		$275K Hold
2,901
– – 0.1% 201
2020
Q2 		$232K Buy
+2,901
New +$226K 0.11% 184

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

WealthShield Partners's PGR Position: Q1 2022 in Review

WealthShield Partners sold out of Progressive (PGR) in Q1 2022, closing a stake of 691 shares — an estimated $489K sold.

WealthShield Partners first reported a position in PGR in Q2 2020 and held it in 6 quarters. The position peaked at $489K in Q4 2021. 1,067 funds tracked by Wall St. Rank hold PGR as of Q1 2022.

  • WealthShield Partners reported no remaining Progressive position as of Q1 2022 after selling out during the quarter.
  • WealthShield Partners sold 691 Progressive shares in Q1 2022, an estimated $489K.
  • WealthShield Partners first reported a position in Progressive in Q2 2020 and held it in 6 quarters.
  • WealthShield Partners's Progressive position peaked at $489K in Q4 2021.
  • 1,067 funds tracked by Wall St. Rank held Progressive as of Q1 2022.

Based on WealthShield Partners's 13F filing for Q1 2022, filed 9 May 2022.