CIA
PRCH icon

Cape Investment Advisory’s Porch Group PRCH Stock Holding History

Cape Investment Advisory’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
2024
Q1 		– Sell
-12,770
Closed -$39.3K – 1116
2023
Q4 		$39.3K Buy
+12,770
New +$17.9K 0.02% 395

Other funds holding PRCH

GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
FNF
Fidelity National Financial Jacksonville, Florida $2.72B AUM 29.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
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
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cape Investment Advisory's PRCH Position: Q1 2024 in Review

Cape Investment Advisory sold out of Porch Group (PRCH) in Q1 2024, closing a stake of 12,770 shares — an estimated $39.3K sold.

Cape Investment Advisory first reported a position in PRCH in Q4 2023 and held it in 1 quarter. The position peaked at $39.3K in Q4 2023. 116 funds tracked by Wall St. Rank hold PRCH as of Q1 2024.

  • Cape Investment Advisory reported no remaining Porch Group position as of Q1 2024 after selling out during the quarter.
  • Cape Investment Advisory sold 12,770 Porch Group shares in Q1 2024, an estimated $39.3K.
  • Cape Investment Advisory first reported a position in Porch Group in Q4 2023 and held it in 1 quarter.
  • Cape Investment Advisory's Porch Group position peaked at $39.3K in Q4 2023.
  • 116 funds tracked by Wall St. Rank held Porch Group as of Q1 2024.

Based on Cape Investment Advisory's 13F filing for Q1 2024, filed 21 Jun 2024.