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Pacific Capital Wealth Advisors’s Porch Group PRCH Stock Holding History

Pacific Capital Wealth Advisors’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
Q3 		– Sell
-14
Closed -$21 – 580
2024
Q2 		$21 Buy
+14
New +$39 ﹤0.01% 532

Other funds holding PRCH

GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 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
FNF
Fidelity National Financial Jacksonville, Florida $2.72B AUM 29.3% 1-Year Est. Return
Fidelity Investments
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
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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Pacific Capital Wealth Advisors's PRCH Position: Q3 2024 in Review

Pacific Capital Wealth Advisors sold out of Porch Group (PRCH) in Q3 2024, closing a stake of 14 shares — an estimated $21 sold.

Pacific Capital Wealth Advisors first reported a position in PRCH in Q2 2024 and held it in 1 quarter. The position peaked at $21 in Q2 2024. 99 funds tracked by Wall St. Rank hold PRCH as of Q3 2024.

  • Pacific Capital Wealth Advisors reported no remaining Porch Group position as of Q3 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 14 Porch Group shares in Q3 2024, an estimated $21.
  • Pacific Capital Wealth Advisors first reported a position in Porch Group in Q2 2024 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's Porch Group position peaked at $21 in Q2 2024.
  • 99 funds tracked by Wall St. Rank held Porch Group as of Q3 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.