PWG
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Portside Wealth Group’s Porch Group PRCH Stock Holding History

Portside Wealth Group’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
2023
Q3 		– Sell
-41,982
Closed -$57.9K – 379
2023
Q2 		$57.9K Buy
+41,982
New +$50.9K 0.01% 355

Other funds holding PRCH

GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 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
LM
Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return
JAMONY
Jacob Asset Management of New York Hermosa Beach, California $70.9M AUM 14.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Portside Wealth Group's PRCH Position: Q3 2023 in Review

Portside Wealth Group sold out of Porch Group (PRCH) in Q3 2023, closing a stake of 41,982 shares — an estimated $57.9K sold.

Portside Wealth Group first reported a position in PRCH in Q2 2023 and held it in 1 quarter. The position peaked at $57.9K in Q2 2023. 75 funds tracked by Wall St. Rank hold PRCH as of Q3 2023.

  • Portside Wealth Group reported no remaining Porch Group position as of Q3 2023 after selling out during the quarter.
  • Portside Wealth Group sold 41,982 Porch Group shares in Q3 2023, an estimated $57.9K.
  • Portside Wealth Group first reported a position in Porch Group in Q2 2023 and held it in 1 quarter.
  • Portside Wealth Group's Porch Group position peaked at $57.9K in Q2 2023.
  • 75 funds tracked by Wall St. Rank held Porch Group as of Q3 2023.

Based on Portside Wealth Group's 13F filing for Q3 2023, filed 27 Oct 2023.