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Wetzel Investment Advisors’s Progressive PGR Stock Holding History

Wetzel Investment Advisors’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
2024
Q3 		– Sell
-38
Closed -$7.86K – 681
2024
Q2 		$7.86K Hold
38
– – ﹤0.01% 500
2024
Q1 		$7.97K Hold
38
– – ﹤0.01% 581
2023
Q4 		$6K Buy
+38
New +$5.95K ﹤0.01% 651

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wetzel Investment Advisors's PGR Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Progressive (PGR) in Q3 2024, closing a stake of 38 shares — an estimated $7.86K sold.

Wetzel Investment Advisors first reported a position in PGR in Q4 2023 and held it in 3 quarters. The position peaked at $7.97K in Q1 2024. 1,653 funds tracked by Wall St. Rank hold PGR as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Progressive position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 38 Progressive shares in Q3 2024, an estimated $7.86K.
  • Wetzel Investment Advisors first reported a position in Progressive in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Progressive position peaked at $7.97K in Q1 2024.
  • 1,653 funds tracked by Wall St. Rank held Progressive as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.