Blue Bell Private Wealth Management’s Prothena Corp PRTA Stock Holding History

Blue Bell Private Wealth Management’s Portfolio PRTA Stock Details PRTA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-12	Closed	-$436	–	745
2023 Q4	$436	Hold	12	–	–	﹤0.01%	706
2023 Q3	$579	Hold	12	–	–	﹤0.01%	654
2023 Q2	$819	Hold	12	–	–	﹤0.01%	650
2023 Q1	$582	Hold	12	–	–	﹤0.01%	644
2022 Q4	$723	Hold	12	–	–	﹤0.01%	657
2022 Q3	$1K	Hold	12	–	–	﹤0.01%	703
2022 Q2	$0	Hold	12	–	–	﹤0.01%	870
2022 Q1	$0	Hold	12	–	–	﹤0.01%	913
2021 Q4	$1K	Buy	+12	New	+$665	﹤0.01%	803

Other funds holding PRTA

EcoR1 Capital San Francisco, California $2.06B AUM 215.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

PAI

Palo Alto Investors Palo Alto, California $724M AUM 96.91% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

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

Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return

Blue Bell Private Wealth Management's PRTA Position: Q1 2024 in Review

Blue Bell Private Wealth Management sold out of Prothena Corp (PRTA) in Q1 2024, closing a stake of 12 shares — an estimated $436 sold.

Blue Bell Private Wealth Management first reported a position in PRTA in Q4 2021 and held it in 9 quarters. The position peaked at $1K in Q3 2022. 169 funds tracked by Wall St. Rank hold PRTA as of Q1 2024.

Blue Bell Private Wealth Management reported no remaining Prothena Corp position as of Q1 2024 after selling out during the quarter.
Blue Bell Private Wealth Management sold 12 Prothena Corp shares in Q1 2024, an estimated $436.
Blue Bell Private Wealth Management first reported a position in Prothena Corp in Q4 2021 and held it in 9 quarters.
Blue Bell Private Wealth Management's Prothena Corp position peaked at $1K in Q3 2022.
169 funds tracked by Wall St. Rank held Prothena Corp as of Q1 2024.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2024, filed 24 Apr 2024.