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Cypress Point Wealth Management’s Porch Group PRCH Stock Holding History

Cypress Point 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
2021
Q2 		– Sell
-3,881
Closed -$69K – 203
2021
Q1 		$69K Buy
+3,881
New +$69K 0.07% 37

Other funds holding PRCH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AWG
Alpha Wave Global New York $791M AUM 113.77% 1-Year Est. Return
WHP
Washington Harbour Partners Arlington, Virginia $33.8M AUM 73.62% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cypress Point Wealth Management's PRCH Position: Q2 2021 in Review

Cypress Point Wealth Management sold out of Porch Group (PRCH) in Q2 2021, closing a stake of 3,881 shares — an estimated $69K sold.

Cypress Point Wealth Management first reported a position in PRCH in Q1 2021 and held it in 1 quarter. The position peaked at $69K in Q1 2021. 108 funds tracked by Wall St. Rank hold PRCH as of Q2 2021.

  • Cypress Point Wealth Management reported no remaining Porch Group position as of Q2 2021 after selling out during the quarter.
  • Cypress Point Wealth Management sold 3,881 Porch Group shares in Q2 2021, an estimated $69K.
  • Cypress Point Wealth Management first reported a position in Porch Group in Q1 2021 and held it in 1 quarter.
  • Cypress Point Wealth Management's Porch Group position peaked at $69K in Q1 2021.
  • 108 funds tracked by Wall St. Rank held Porch Group as of Q2 2021.

Based on Cypress Point Wealth Management's 13F filing for Q2 2021, filed 4 Aug 2021.