IWC
PRCH icon

Integrated Wealth Concepts’s Porch Group PRCH Stock Holding History

Integrated Wealth Concepts’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
Q4 		– Sell
-11,995
Closed -$18.4K – 1768
2024
Q3 		$18.4K Hold
11,995
– – ﹤0.01% 1661
2024
Q2 		$18.1K Buy
+11,995
New +$33.4K ﹤0.01% 1633

Other funds holding PRCH

GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HCA
Harbor Capital Advisors Chicago, Illinois $1.23B AUM 30.56% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Integrated Wealth Concepts's PRCH Position: Q4 2024 in Review

Integrated Wealth Concepts sold out of Porch Group (PRCH) in Q4 2024, closing a stake of 11,995 shares — an estimated $18.4K sold.

Integrated Wealth Concepts first reported a position in PRCH in Q2 2024 and held it in 2 quarters. The position peaked at $18.4K in Q3 2024. 123 funds tracked by Wall St. Rank hold PRCH as of Q4 2024.

  • Integrated Wealth Concepts reported no remaining Porch Group position as of Q4 2024 after selling out during the quarter.
  • Integrated Wealth Concepts sold 11,995 Porch Group shares in Q4 2024, an estimated $18.4K.
  • Integrated Wealth Concepts first reported a position in Porch Group in Q2 2024 and held it in 2 quarters.
  • Integrated Wealth Concepts's Porch Group position peaked at $18.4K in Q3 2024.
  • 123 funds tracked by Wall St. Rank held Porch Group as of Q4 2024.

Based on Integrated Wealth Concepts's 13F filing for Q4 2024, filed 14 Feb 2025.