Steward Partners Investment Advisory’s Porch Group PRCH Stock Holding History

Steward Partners Investment Advisory’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 Q4	–	Sell	-50	Closed	-$77	–	4068
2024 Q3	$77	Buy	+50	New	+$79	﹤0.01%	3673
2024 Q2	–	Sell	-450	Closed	-$1.94K	–	3693
2024 Q1	$1.94K	Hold	450	–	–	﹤0.01%	3296
2023 Q4	$1.39K	Hold	450	–	–	﹤0.01%	3265
2023 Q3	$361	Hold	450	–	–	﹤0.01%	3266
2023 Q2	$621	Hold	450	–	–	﹤0.01%	3178
2023 Q1	$644	Hold	450	–	–	﹤0.01%	3154
2022 Q4	$846	Hold	450	–	–	﹤0.01%	3137
2022 Q3	$1K	Hold	450	–	–	﹤0.01%	3158
2022 Q2	$1K	Hold	450	–	–	﹤0.01%	3153
2022 Q1	$3K	Sell	450 -1,000	-69%	-$9.23K	﹤0.01%	3033
2021 Q4	$23K	Sell	1,450 -1,200	-45%	-$23.1K	﹤0.01%	2264
2021 Q3	$47K	Hold	2,650	–	–	﹤0.01%	1936
2021 Q2	$51K	Buy	2,650 +500	+23%	+$8.24K	﹤0.01%	3353
2021 Q1	$38.1K	Buy	+2,150	New	+$38.2K	﹤0.01%	2128

Other funds holding PRCH

GIM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

PCM

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

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

Steward Partners Investment Advisory's PRCH Position: Q4 2024 in Review

Steward Partners Investment Advisory sold out of Porch Group (PRCH) in Q4 2024, closing a stake of 50 shares — an estimated $77 sold.

Steward Partners Investment Advisory first reported a position in PRCH in Q1 2021 and held it in 14 quarters. The position peaked at $51K in Q2 2021. 123 funds tracked by Wall St. Rank hold PRCH as of Q4 2024.

Steward Partners Investment Advisory reported no remaining Porch Group position as of Q4 2024 after selling out during the quarter.
Steward Partners Investment Advisory sold 50 Porch Group shares in Q4 2024, an estimated $77.
Steward Partners Investment Advisory first reported a position in Porch Group in Q1 2021 and held it in 14 quarters.
Steward Partners Investment Advisory's Porch Group position peaked at $51K in Q2 2021.
123 funds tracked by Wall St. Rank held Porch Group as of Q4 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2024, filed 6 Feb 2025.