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Toth Financial Advisory’s Procore PCOR Stock Holding History

Toth Financial Advisory’s Portfolio PCOR Stock Details PCOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-9,000
Closed -$588K – 779
2023
Q3 		$588K Buy
9,000
+4,570
+103% +$305K 0.09% 142
2023
Q2 		$288K Buy
+4,430
New +$261K 0.04% 172

Other funds holding PCOR

IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
DMC
Deer Management Company Larchmont, New York $622M AUM 24.27% 1-Year Est. Return
1WCM
12 West Capital Management New York $592M AUM 40.75% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Toth Financial Advisory's PCOR Position: Q4 2023 in Review

Toth Financial Advisory sold out of Procore (PCOR) in Q4 2023, closing a stake of 9,000 shares — an estimated $588K sold.

Toth Financial Advisory first reported a position in PCOR in Q2 2023 and held it in 2 quarters. The position peaked at $588K in Q3 2023. 353 funds tracked by Wall St. Rank hold PCOR as of Q4 2023.

  • Toth Financial Advisory reported no remaining Procore position as of Q4 2023 after selling out during the quarter.
  • Toth Financial Advisory sold 9,000 Procore shares in Q4 2023, an estimated $588K.
  • Toth Financial Advisory first reported a position in Procore in Q2 2023 and held it in 2 quarters.
  • Toth Financial Advisory's Procore position peaked at $588K in Q3 2023.
  • 353 funds tracked by Wall St. Rank held Procore as of Q4 2023.

Based on Toth Financial Advisory's 13F filing for Q4 2023, filed 26 Jan 2024.