Oppenheimer Asset Management’s Porch Group PRCH Stock Holding History

Oppenheimer Asset 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
2022 Q4	–	Sell	-15,148	Closed	-$34K	–	1172
2022 Q3	$34K	Sell	15,148 -1,183	-7%	-$2.86K	﹤0.01%	1118
2022 Q2	$42K	Sell	16,331 -2,686	-14%	-$11.1K	﹤0.01%	1155
2022 Q1	$132K	Sell	19,017 -209	-1%	-$1.93K	﹤0.01%	1172
2021 Q4	$300K	Sell	19,226 -189	-1%	-$3.64K	﹤0.01%	1074
2021 Q3	$343K	Buy	19,415 +265	+1%	+$4.97K	﹤0.01%	1024
2021 Q2	$370K	Buy	+19,150	New	+$316K	0.01%	1018

Other funds holding PRCH

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PCM

Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return

SDJVC

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

BlackRock New York $5.72T AUM 30.48% 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

AWG

Alpha Wave Global New York $791M AUM 113.77% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Oppenheimer Asset Management's PRCH Position: Q4 2022 in Review

Oppenheimer Asset Management sold out of Porch Group (PRCH) in Q4 2022, closing a stake of 15,148 shares — an estimated $34K sold.

Oppenheimer Asset Management first reported a position in PRCH in Q2 2021 and held it in 6 quarters. The position peaked at $370K in Q2 2021. 111 funds tracked by Wall St. Rank hold PRCH as of Q4 2022.

Oppenheimer Asset Management reported no remaining Porch Group position as of Q4 2022 after selling out during the quarter.
Oppenheimer Asset Management sold 15,148 Porch Group shares in Q4 2022, an estimated $34K.
Oppenheimer Asset Management first reported a position in Porch Group in Q2 2021 and held it in 6 quarters.
Oppenheimer Asset Management's Porch Group position peaked at $370K in Q2 2021.
111 funds tracked by Wall St. Rank held Porch Group as of Q4 2022.

Based on Oppenheimer Asset Management's 13F filing for Q4 2022, filed 7 Feb 2023.