Ellevest Inc’s Porch Group PRCH Stock Holding History

Ellevest 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
2023 Q2	–	Sell	-139	Closed	-$199	–	1293
2023 Q1	$199	Buy	+139	New	+$329	﹤0.01%	1770

Other funds holding PRCH

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SDJVC

St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 1-Year Est. Return

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

JAMONY

Jacob Asset Management of New York Hermosa Beach, California $70.9M AUM 14.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

WCA

Whetstone Capital Advisors Shawnee Mission, Kansas $288M AUM 44.06% 1-Year Est. Return

Ellevest Inc's PRCH Position: Q2 2023 in Review

Ellevest Inc sold out of Porch Group (PRCH) in Q2 2023, closing a stake of 139 shares — an estimated $199 sold.

Ellevest Inc first reported a position in PRCH in Q1 2023 and held it in 1 quarter. The position peaked at $199 in Q1 2023. 95 funds tracked by Wall St. Rank hold PRCH as of Q2 2023.

Ellevest Inc reported no remaining Porch Group position as of Q2 2023 after selling out during the quarter.
Ellevest Inc sold 139 Porch Group shares in Q2 2023, an estimated $199.
Ellevest Inc first reported a position in Porch Group in Q1 2023 and held it in 1 quarter.
Ellevest Inc's Porch Group position peaked at $199 in Q1 2023.
95 funds tracked by Wall St. Rank held Porch Group as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.