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Wealthspire Advisors (Maryland)’s Progressive PGR Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$577K Sell
6,097
-2,724
-31% -$245K 0.02% 243
2020
Q2 		$707K Buy
8,821
+298
+3% +$23.3K 0.05% 203
2020
Q1 		$629K Buy
8,523
+50
+0.6% +$3.85K 0.05% 206
2019
Q4 		$613K Buy
8,473
+797
+10% +$57.5K 0.04% 240
2019
Q3 		$593K Buy
7,676
+102
+1% +$8.02K 0.04% 232
2019
Q2 		$605K Sell
7,574
-116
-2% -$8.97K 0.05% 225
2019
Q1 		$554K Sell
7,690
-124
-2% -$8.5K 0.04% 239
2018
Q4 		$471K Sell
7,814
-148
-2% -$9.85K 0.04% 232
2018
Q3 		$566K Sell
7,962
-306
-4% -$19.7K 0.05% 224
2018
Q2 		$489K Buy
8,268
+12
+0.1% +$735 0.04% 242
2018
Q1 		$503K Sell
8,256
-330
-4% -$18.8K 0.05% 244
2017
Q4 		$484K Buy
8,586
+537
+7% +$27.8K 0.05% 255
2017
Q3 		$390K Sell
8,049
-66
-0.8% -$3.09K 0.04% 295
2017
Q2 		$358K Sell
8,115
-202
-2% -$8.39K 0.04% 304
2017
Q1 		$326K Buy
8,317
+226
+3% +$8.62K 0.05% 272
2016
Q4 		$287K Sell
8,091
-164
-2% -$5.42K 0.04% 287
2016
Q3 		$260K Sell
8,255
-2,266
-22% -$73.8K 0.04% 307
2016
Q2 		$352K Buy
10,521
+11
+0.1% +$364 0.06% 221
2016
Q1 		$369K Buy
10,510
+1,969
+23% +$62.9K 0.07% 207
2015
Q4 		$272K Buy
+8,541
New +$271K 0.05% 277

Other funds holding PGR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s PGR Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its Progressive (PGR) stake by 31% in Q3 2020, selling an estimated $245K and leaving 6,097 shares worth $577K. The position accounts for 0.02% of the portfolio, ranked #243.

Wealthspire Advisors (Maryland) first reported a position in PGR in Q4 2015 and has held it in 20 quarters since. The position peaked at $707K in Q2 2020. 950 funds tracked by Wall St. Rank hold PGR as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 6,097 shares of Progressive worth $577K as of Q3 2020.
  • Wealthspire Advisors (Maryland) sold 2,724 Progressive shares in Q3 2020, an estimated $245K.
  • Progressive made up 0.02% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #243 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Progressive in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s Progressive position peaked at $707K in Q2 2020.
  • 950 funds tracked by Wall St. Rank held Progressive as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.