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Cassady Schiller Wealth Management’s Prothena Corp PRTA Stock Holding History

Cassady Schiller 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
Q4 		$471 Buy
+34
New +$536 ﹤0.01% 996

Other funds holding PRTA

EC
EcoR1 Capital San Francisco, California $2.36B AUM 204.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SL
Siren LLC Greenwich, Connecticut $3.61B AUM 203.3% 1-Year Est. Return

Cassady Schiller Wealth Management's PRTA Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Prothena Corp (PRTA) in Q4 2024: 34 shares worth $471. The stake represents ﹤0.01% of the portfolio and ranks #996 among its holdings.

170 funds tracked by Wall St. Rank hold PRTA as of Q4 2024.

  • Cassady Schiller Wealth Management held 34 shares of Prothena Corp worth $471 as of Q4 2024.
  • Prothena Corp was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Prothena Corp made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #996 holding.
  • 170 funds tracked by Wall St. Rank held Prothena Corp as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.