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Consilio Wealth Advisors’s Porch Group PRCH Stock Holding History

Consilio Wealth 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
2022
Q2 		– Sell
-18,645
Closed -$129K – 36
2022
Q1 		$129K Hold
18,645
– – 0.1% 37
2021
Q4 		$291K Buy
+18,645
New +$359K 0.23% 38

Other funds holding PRCH

VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Consilio Wealth Advisors's PRCH Position: Q2 2022 in Review

Consilio Wealth Advisors sold out of Porch Group (PRCH) in Q2 2022, closing a stake of 18,645 shares — an estimated $129K sold.

Consilio Wealth Advisors first reported a position in PRCH in Q4 2021 and held it in 2 quarters. The position peaked at $291K in Q4 2021. 137 funds tracked by Wall St. Rank hold PRCH as of Q2 2022.

  • Consilio Wealth Advisors reported no remaining Porch Group position as of Q2 2022 after selling out during the quarter.
  • Consilio Wealth Advisors sold 18,645 Porch Group shares in Q2 2022, an estimated $129K.
  • Consilio Wealth Advisors first reported a position in Porch Group in Q4 2021 and held it in 2 quarters.
  • Consilio Wealth Advisors's Porch Group position peaked at $291K in Q4 2021.
  • 137 funds tracked by Wall St. Rank held Porch Group as of Q2 2022.

Based on Consilio Wealth Advisors's 13F filing for Q2 2022, filed 27 Jul 2022.