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Prestige Wealth Management Group’s Priority Technology Holdings PRTH Stock Holding History

Prestige Wealth Management Group’s Portfolio PRTH Stock Details PRTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-600
Closed -$7.05K – 1051
2024
Q4 		$7.05K Buy
+600
New +$4.7K ﹤0.01% 527

Other funds holding PRTH

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SCP
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BlackRock
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

Prestige Wealth Management Group's PRTH Position: Q1 2025 in Review

Prestige Wealth Management Group sold out of Priority Technology Holdings (PRTH) in Q1 2025, closing a stake of 600 shares — an estimated $7.05K sold.

Prestige Wealth Management Group first reported a position in PRTH in Q4 2024 and held it in 1 quarter. The position peaked at $7.05K in Q4 2024. 110 funds tracked by Wall St. Rank hold PRTH as of Q1 2025.

  • Prestige Wealth Management Group reported no remaining Priority Technology Holdings position as of Q1 2025 after selling out during the quarter.
  • Prestige Wealth Management Group sold 600 Priority Technology Holdings shares in Q1 2025, an estimated $7.05K.
  • Prestige Wealth Management Group first reported a position in Priority Technology Holdings in Q4 2024 and held it in 1 quarter.
  • Prestige Wealth Management Group's Priority Technology Holdings position peaked at $7.05K in Q4 2024.
  • 110 funds tracked by Wall St. Rank held Priority Technology Holdings as of Q1 2025.

Based on Prestige Wealth Management Group's 13F filing for Q1 2025, filed 12 May 2025.