VCA
PRHI

Verdence Capital Advisors’s Presurance Holdings PRHI Stock Holding History

Verdence Capital Advisors’s Portfolio PRHI Stock Details PRHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-4,185
Closed -$47K – 510
2022
Q3 		$47K Sell
4,185
-1,587
-27% -$19.5K 0.01% 511
2022
Q2 		$67K Hold
5,772
– – 0.01% 504
2022
Q1 		$96K Hold
5,772
– – 0.01% 502
2021
Q4 		$94K Sell
5,772
-4,286
-43% -$75.7K 0.01% 494
2021
Q3 		$203K Sell
10,058
-4,914
-33% -$103K 0.03% 476
2021
Q2 		$301K Buy
+14,972
New +$324K 0.04% 363

Other funds holding PRHI

AF
Aegis Financial Mc Lean, Virginia $580M AUM 105.74% 1-Year Est. Return
IR
IAT Reinsurance New York $310M AUM 13.37% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SW
SkyOak Wealth Southfield, Michigan $546M AUM 18.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return