Avion Wealth’s Porch Group PRCH Stock Holding History

Avion Wealth’s Portfolio PRCH Stock Details PRCH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-754	Closed	–	–	1115
2023 Q2	$0	Buy	+754	New	+$913	﹤0.01%	969

Other funds holding PRCH

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SDJVC

St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 1-Year Est. Return

FNF

Fidelity National Financial Jacksonville, Florida $2.72B AUM 29.3% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AWG

Alpha Wave Global New York $791M AUM 113.77% 1-Year Est. Return

Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return

JAMONY

Jacob Asset Management of New York Hermosa Beach, California $70.9M AUM 14.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Avion Wealth's PRCH Position: Q3 2023 in Review

Avion Wealth sold out of Porch Group (PRCH) in Q3 2023, closing a stake of 754 shares.

Avion Wealth first reported a position in PRCH in Q2 2023 and held it in 1 quarter. The position peaked at $0 in Q2 2023. 75 funds tracked by Wall St. Rank hold PRCH as of Q3 2023.

Avion Wealth reported no remaining Porch Group position as of Q3 2023 after selling out during the quarter.
Avion Wealth sold 754 Porch Group shares in Q3 2023.
Avion Wealth first reported a position in Porch Group in Q2 2023 and held it in 1 quarter.
Avion Wealth's Porch Group position peaked at $0 in Q2 2023.
75 funds tracked by Wall St. Rank held Porch Group as of Q3 2023.

Based on Avion Wealth's 13F filing for Q3 2023, filed 20 Oct 2023.