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WealthStone’s Progressive PGR Stock Holding History

WealthStone’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
Q1 		$251K Buy
2,635
+28
+1% +$2.54K 0.09% 200
2020
Q4 		$258K Buy
2,607
+119
+5% +$11.3K 0.09% 164
2020
Q3 		$236K Buy
+2,488
New +$224K 0.11% 134

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WealthStone's PGR Position: Q1 2021 in Review

WealthStone increased its Progressive (PGR) stake by 1.1% in Q1 2021, buying an estimated $2.54K and bringing the position to 2,635 shares worth $251K. The position accounts for 0.09% of the portfolio, ranked #200.

WealthStone first reported a position in PGR in Q3 2020 and has held it in 3 quarters since. The position peaked at $258K in Q4 2020. 992 funds tracked by Wall St. Rank hold PGR as of Q1 2021.

  • WealthStone held 2,635 shares of Progressive worth $251K as of Q1 2021.
  • WealthStone bought 28 Progressive shares in Q1 2021, an estimated $2.54K.
  • Progressive made up 0.09% of WealthStone's portfolio in Q1 2021, its #200 holding.
  • WealthStone first reported a position in Progressive in Q3 2020 and has held it in 3 quarters since.
  • WealthStone's Progressive position peaked at $258K in Q4 2020.
  • 992 funds tracked by Wall St. Rank held Progressive as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.