CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Porch Group PRCH Stock Holding History

CAPTRUST Financial Advisors’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
-29,992
Closed -$92.4K – 2527
2023
Q4 		$92.4K Sell
29,992
-53,785
-64% -$75.6K ﹤0.01% 2536
2023
Q3 		$67.2K Buy
83,777
+57,449
+218% +$60.4K ﹤0.01% 2460
2023
Q2 		$36.3K Hold
26,328
– – ﹤0.01% 2443
2023
Q1 		$37.6K Buy
+26,328
New +$62.4K ﹤0.01% 2228
2022
Q3 		– Sell
-356
Closed -$1K – 3518
2022
Q2 		$1K Buy
356
+99
+39% +$410 ﹤0.01% 4721
2022
Q1 		$2K Buy
257
+244
+1,877% +$2.25K ﹤0.01% 4524
2021
Q4 		$0 Buy
+13
New +$250 ﹤0.01% 4874
2020
Q4 		– Sell
-14,742
Closed -$160K – 3484
2020
Q3 		$160K Buy
+14,742
New +$156K ﹤0.01% 1133

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

CAPTRUST Financial Advisors's PRCH Position: Q1 2024 in Review

CAPTRUST Financial Advisors sold out of Porch Group (PRCH) in Q1 2024, closing a stake of 29,992 shares — an estimated $92.4K sold.

CAPTRUST Financial Advisors first reported a position in PRCH in Q3 2020 and held it in 8 quarters. The position peaked at $160K in Q3 2020. 116 funds tracked by Wall St. Rank hold PRCH as of Q1 2024.

  • CAPTRUST Financial Advisors reported no remaining Porch Group position as of Q1 2024 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 29,992 Porch Group shares in Q1 2024, an estimated $92.4K.
  • CAPTRUST Financial Advisors first reported a position in Porch Group in Q3 2020 and held it in 8 quarters.
  • CAPTRUST Financial Advisors's Porch Group position peaked at $160K in Q3 2020.
  • 116 funds tracked by Wall St. Rank held Porch Group as of Q1 2024.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2024, filed 15 May 2024.