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 $633M AUM 87.77% 1-Year Est. Return
IR
IAT Reinsurance New York $167M AUM 46% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SW
SkyOak Wealth Southfield, Michigan $612M AUM 23.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Verdence Capital Advisors's PRHI Position: Q4 2022 in Review

Verdence Capital Advisors sold out of Presurance Holdings (PRHI) in Q4 2022, closing a stake of 4,185 shares — an estimated $47K sold.

Verdence Capital Advisors first reported a position in PRHI in Q2 2021 and held it in 6 quarters. The position peaked at $301K in Q2 2021. 13 funds tracked by Wall St. Rank hold PRHI as of Q4 2022.

  • Verdence Capital Advisors reported no remaining Presurance Holdings position as of Q4 2022 after selling out during the quarter.
  • Verdence Capital Advisors sold 4,185 Presurance Holdings shares in Q4 2022, an estimated $47K.
  • Verdence Capital Advisors first reported a position in Presurance Holdings in Q2 2021 and held it in 6 quarters.
  • Verdence Capital Advisors's Presurance Holdings position peaked at $301K in Q2 2021.
  • 13 funds tracked by Wall St. Rank held Presurance Holdings as of Q4 2022.

Based on Verdence Capital Advisors's 13F filing for Q4 2022, filed 23 Jan 2023.