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Mark Sheptoff Financial Planning’s Procore PCOR Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio PCOR Stock Details PCOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-100
Closed -$6K – 418
2022
Q1 		$6K Hold
100
– – ﹤0.01% 336
2021
Q4 		$8K Hold
100
– – ﹤0.01% 338
2021
Q3 		$9K Hold
100
– – 0.01% 312
2021
Q2 		$9K Buy
+100
New +$8.77K ﹤0.01% 336

Other funds holding PCOR

IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
DMC
Deer Management Company Larchmont, New York $622M AUM 24.27% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
1WCM
12 West Capital Management New York $592M AUM 40.75% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Mark Sheptoff Financial Planning's PCOR Position: Q2 2022 in Review

Mark Sheptoff Financial Planning sold out of Procore (PCOR) in Q2 2022, closing a stake of 100 shares — an estimated $6K sold.

Mark Sheptoff Financial Planning first reported a position in PCOR in Q2 2021 and held it in 4 quarters. The position peaked at $9K in Q3 2021. 202 funds tracked by Wall St. Rank hold PCOR as of Q2 2022.

  • Mark Sheptoff Financial Planning reported no remaining Procore position as of Q2 2022 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 100 Procore shares in Q2 2022, an estimated $6K.
  • Mark Sheptoff Financial Planning first reported a position in Procore in Q2 2021 and held it in 4 quarters.
  • Mark Sheptoff Financial Planning's Procore position peaked at $9K in Q3 2021.
  • 202 funds tracked by Wall St. Rank held Procore as of Q2 2022.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2022, filed 11 Aug 2022.