Venturi Wealth Management’s Porch Group PRCH Stock Holding History

Venturi Wealth Management’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
2022 Q2	–	Sell	-47,563	Closed	-$330K	–	345
2022 Q1	$330K	Buy	47,563 +14,973	+46%	+$138K	0.03%	278
2021 Q4	$508K	Sell	32,590 -3,000	-8%	-$57.8K	0.04%	247
2021 Q3	$629K	Hold	35,590	–	–	0.05%	222
2021 Q2	$688K	Buy	+35,590	New	+$587K	0.06%	211

Other funds holding PRCH

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

SDJVC

St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 1-Year Est. Return

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Venturi Wealth Management's PRCH Position: Q2 2022 in Review

Venturi Wealth Management sold out of Porch Group (PRCH) in Q2 2022, closing a stake of 47,563 shares — an estimated $330K sold.

Venturi Wealth Management first reported a position in PRCH in Q2 2021 and held it in 4 quarters. The position peaked at $688K in Q2 2021. 137 funds tracked by Wall St. Rank hold PRCH as of Q2 2022.

Venturi Wealth Management reported no remaining Porch Group position as of Q2 2022 after selling out during the quarter.
Venturi Wealth Management sold 47,563 Porch Group shares in Q2 2022, an estimated $330K.
Venturi Wealth Management first reported a position in Porch Group in Q2 2021 and held it in 4 quarters.
Venturi Wealth Management's Porch Group position peaked at $688K in Q2 2021.
137 funds tracked by Wall St. Rank held Porch Group as of Q2 2022.

Based on Venturi Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.