TCI Wealth Advisors’s Porch Group PRCH Stock Holding History

TCI Wealth Advisors’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 Q2	–	Sell	-144	Closed	-$206	–	1699
2023 Q1	$206	Hold	144	–	–	﹤0.01%	2336
2022 Q4	$271	Buy	144 +47	+48%	+$83	﹤0.01%	2297
2022 Q3	$0	Buy	+97	New	+$235	﹤0.01%	2515
2022 Q2	–	Sell	-632	Closed	-$4K	–	2464
2022 Q1	$4K	Buy	632 +362	+134%	+$3.34K	﹤0.01%	1766
2021 Q4	$4K	Buy	+270	New	+$5.2K	﹤0.01%	1875

Other funds holding PRCH

GIM

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

PWAM

Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return

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

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

JAMONY

Jacob Asset Management of New York Hermosa Beach, California $70.9M AUM 14.28% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

WCA

Whetstone Capital Advisors Shawnee Mission, Kansas $288M AUM 44.06% 1-Year Est. Return

TCI Wealth Advisors's PRCH Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Porch Group (PRCH) in Q2 2023, closing a stake of 144 shares — an estimated $206 sold.

TCI Wealth Advisors first reported a position in PRCH in Q4 2021 and held it in 5 quarters. The position peaked at $4K in Q1 2022. 95 funds tracked by Wall St. Rank hold PRCH as of Q2 2023.

TCI Wealth Advisors reported no remaining Porch Group position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 144 Porch Group shares in Q2 2023, an estimated $206.
TCI Wealth Advisors first reported a position in Porch Group in Q4 2021 and held it in 5 quarters.
TCI Wealth Advisors's Porch Group position peaked at $4K in Q1 2022.
95 funds tracked by Wall St. Rank held Porch Group as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.