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Capital Advisors Inc’s Porch Group PRCH Stock Holding History

Capital Advisors Inc’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
Q4 		– Sell
-75,445
Closed -$116K – 318
2024
Q3 		$116K Hold
75,445
– – ﹤0.01% 291
2024
Q2 		$114K Hold
75,445
– – ﹤0.01% 301
2024
Q1 		$325K Hold
75,445
– – 0.01% 239
2023
Q4 		$232K Buy
+75,445
New +$106K 0.01% 266

Other funds holding PRCH

GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HCA
Harbor Capital Advisors Chicago, Illinois $1.23B AUM 30.56% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Advisors Inc's PRCH Position: Q4 2024 in Review

Capital Advisors Inc sold out of Porch Group (PRCH) in Q4 2024, closing a stake of 75,445 shares — an estimated $116K sold.

Capital Advisors Inc first reported a position in PRCH in Q4 2023 and held it in 4 quarters. The position peaked at $325K in Q1 2024. 123 funds tracked by Wall St. Rank hold PRCH as of Q4 2024.

  • Capital Advisors Inc reported no remaining Porch Group position as of Q4 2024 after selling out during the quarter.
  • Capital Advisors Inc sold 75,445 Porch Group shares in Q4 2024, an estimated $116K.
  • Capital Advisors Inc first reported a position in Porch Group in Q4 2023 and held it in 4 quarters.
  • Capital Advisors Inc's Porch Group position peaked at $325K in Q1 2024.
  • 123 funds tracked by Wall St. Rank held Porch Group as of Q4 2024.

Based on Capital Advisors Inc's 13F filing for Q4 2024, filed 29 Jan 2025.