PWMG
PRA

Private Wealth Management Group’s ProAssurance PRA Stock Holding History

Private Wealth Management Group’s Portfolio PRA Stock Details PRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-69
Closed -$952 – 1568
2023
Q4 		$952 Buy
+69
New +$1.06K ﹤0.01% 1297

Other funds holding PRA

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Private Wealth Management Group's PRA Position: Q1 2024 in Review

Private Wealth Management Group sold out of ProAssurance (PRA) in Q1 2024, closing a stake of 69 shares — an estimated $952 sold.

Private Wealth Management Group first reported a position in PRA in Q4 2023 and held it in 1 quarter. The position peaked at $952 in Q4 2023. 170 funds tracked by Wall St. Rank hold PRA as of Q1 2024.

  • Private Wealth Management Group reported no remaining ProAssurance position as of Q1 2024 after selling out during the quarter.
  • Private Wealth Management Group sold 69 ProAssurance shares in Q1 2024, an estimated $952.
  • Private Wealth Management Group first reported a position in ProAssurance in Q4 2023 and held it in 1 quarter.
  • Private Wealth Management Group's ProAssurance position peaked at $952 in Q4 2023.
  • 170 funds tracked by Wall St. Rank held ProAssurance as of Q1 2024.

Based on Private Wealth Management Group's 13F filing for Q1 2024, filed 30 Apr 2024.