SWM
PRA

Sugarloaf Wealth Management’s ProAssurance PRA Stock Holding History

Sugarloaf Wealth Management’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
2021
Q1 		– Sell
-92
Closed -$2K – 777
2020
Q4 		$2K Hold
92
– – ﹤0.01% 648
2020
Q3 		$1K Hold
92
– – ﹤0.01% 648
2020
Q2 		$1K Hold
92
– – ﹤0.01% 649
2020
Q1 		$2K Hold
92
– – ﹤0.01% 607
2019
Q4 		$3K Buy
+92
New +$3.53K ﹤0.01% 606

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 Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Sugarloaf Wealth Management's PRA Position: Q1 2021 in Review

Sugarloaf Wealth Management sold out of ProAssurance (PRA) in Q1 2021, closing a stake of 92 shares — an estimated $2K sold.

Sugarloaf Wealth Management first reported a position in PRA in Q4 2019 and held it in 5 quarters. The position peaked at $3K in Q4 2019. 151 funds tracked by Wall St. Rank hold PRA as of Q1 2021.

  • Sugarloaf Wealth Management reported no remaining ProAssurance position as of Q1 2021 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 92 ProAssurance shares in Q1 2021, an estimated $2K.
  • Sugarloaf Wealth Management first reported a position in ProAssurance in Q4 2019 and held it in 5 quarters.
  • Sugarloaf Wealth Management's ProAssurance position peaked at $3K in Q4 2019.
  • 151 funds tracked by Wall St. Rank held ProAssurance as of Q1 2021.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2021, filed 19 Apr 2021.