IIC
PRHI

Integrated Investment Consultants’s Presurance Holdings PRHI Stock Holding History

Integrated Investment Consultants’s Portfolio PRHI Stock Details PRHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-57,922
Closed -$714K – 242
2023
Q2 		$714K Hold
57,922
– – 0.23% 73
2023
Q1 		$624K Buy
+57,922
New +$668K 0.2% 78

Other funds holding PRHI

AF
Aegis Financial Mc Lean, Virginia $633M AUM 87.77% 1-Year Est. Return
IR
IAT Reinsurance New York $167M AUM 46% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SW
SkyOak Wealth Southfield, Michigan $612M AUM 23.73% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
LFP
Lakeshore Financial Planning St. Clair Shores, Michigan $311M AUM 19.15% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Integrated Investment Consultants's PRHI Position: Q3 2023 in Review

Integrated Investment Consultants sold out of Presurance Holdings (PRHI) in Q3 2023, closing a stake of 57,922 shares — an estimated $714K sold.

Integrated Investment Consultants first reported a position in PRHI in Q1 2023 and held it in 2 quarters. The position peaked at $714K in Q2 2023. 14 funds tracked by Wall St. Rank hold PRHI as of Q3 2023.

  • Integrated Investment Consultants reported no remaining Presurance Holdings position as of Q3 2023 after selling out during the quarter.
  • Integrated Investment Consultants sold 57,922 Presurance Holdings shares in Q3 2023, an estimated $714K.
  • Integrated Investment Consultants first reported a position in Presurance Holdings in Q1 2023 and held it in 2 quarters.
  • Integrated Investment Consultants's Presurance Holdings position peaked at $714K in Q2 2023.
  • 14 funds tracked by Wall St. Rank held Presurance Holdings as of Q3 2023.

Based on Integrated Investment Consultants's 13F filing for Q3 2023, filed 17 Oct 2023.