Baker Tilly Wealth Management’s Porch Group PRCH Stock Holding History

Baker Tilly Wealth Management’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	-20,077	Closed	-$27.7K	–	530
2023 Q2	$27.7K	Buy	+20,077	New	+$24.3K	﹤0.01%	545
2023 Q1	–	Sell	-17,777	Closed	-$33.4K	–	568
2022 Q4	$33.4K	Sell	17,777 -763	-4%	-$1.35K	﹤0.01%	535
2022 Q3	$42K	Buy	18,540 +6,678	+56%	+$16.2K	0.01%	500
2022 Q2	$30K	Buy	11,862 +889	+8%	+$3.68K	﹤0.01%	489
2022 Q1	$76K	Buy	+10,973	New	+$101K	0.01%	513

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

Baker Tilly Wealth Management's PRCH Position: Q3 2023 in Review

Baker Tilly Wealth Management sold out of Porch Group (PRCH) in Q3 2023, closing a stake of 20,077 shares — an estimated $27.7K sold.

Baker Tilly Wealth Management first reported a position in PRCH in Q1 2022 and held it in 5 quarters. The position peaked at $76K in Q1 2022. 75 funds tracked by Wall St. Rank hold PRCH as of Q3 2023.

Baker Tilly Wealth Management reported no remaining Porch Group position as of Q3 2023 after selling out during the quarter.
Baker Tilly Wealth Management sold 20,077 Porch Group shares in Q3 2023, an estimated $27.7K.
Baker Tilly Wealth Management first reported a position in Porch Group in Q1 2022 and held it in 5 quarters.
Baker Tilly Wealth Management's Porch Group position peaked at $76K in Q1 2022.
75 funds tracked by Wall St. Rank held Porch Group as of Q3 2023.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2023, filed 10 Oct 2023.