AWM
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Altium Wealth Management’s Procore PCOR Stock Holding History

Altium Wealth Management’s Portfolio PCOR Stock Details PCOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		$308K Sell
6,786
-66
-1% -$3.24K 0.02% 297
2022
Q1 		$397K Buy
6,852
+66
+1% +$4.2K 0.03% 290
2021
Q4 		$543K Buy
+6,786
New +$595K 0.04% 237

Other funds holding PCOR

IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
DMC
Deer Management Company Larchmont, New York $622M AUM 24.27% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
1WCM
12 West Capital Management New York $592M AUM 40.75% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Altium Wealth Management's PCOR Position: Q2 2022 in Review

Altium Wealth Management reduced its Procore (PCOR) stake by 0.96% in Q2 2022, selling an estimated $3.24K and leaving 6,786 shares worth $308K. The position accounts for 0.02% of the portfolio, ranked #297.

Altium Wealth Management first reported a position in PCOR in Q4 2021 and has held it in 3 quarters since. The position peaked at $543K in Q4 2021. 202 funds tracked by Wall St. Rank hold PCOR as of Q2 2022.

  • Altium Wealth Management held 6,786 shares of Procore worth $308K as of Q2 2022.
  • Altium Wealth Management sold 66 Procore shares in Q2 2022, an estimated $3.24K.
  • Procore made up 0.02% of Altium Wealth Management's portfolio in Q2 2022, its #297 holding.
  • Altium Wealth Management first reported a position in Procore in Q4 2021 and has held it in 3 quarters since.
  • Altium Wealth Management's Procore position peaked at $543K in Q4 2021.
  • 202 funds tracked by Wall St. Rank held Procore as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.