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Castle Wealth Management’s Protolabs PRLB Stock Holding History

Castle Wealth Management’s Portfolio PRLB Stock Details PRLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-50
Closed -$2K – 478
2022
Q3 		$2K Hold
50
– – ﹤0.01% 584
2022
Q2 		$2K Buy
+50
New +$2.32K ﹤0.01% 578

Other funds holding PRLB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Castle Wealth Management's PRLB Position: Q4 2022 in Review

Castle Wealth Management sold out of Protolabs (PRLB) in Q4 2022, closing a stake of 50 shares — an estimated $2K sold.

Castle Wealth Management first reported a position in PRLB in Q2 2022 and held it in 2 quarters. The position peaked at $2K in Q3 2022. 199 funds tracked by Wall St. Rank hold PRLB as of Q4 2022.

  • Castle Wealth Management reported no remaining Protolabs position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 50 Protolabs shares in Q4 2022, an estimated $2K.
  • Castle Wealth Management first reported a position in Protolabs in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Protolabs position peaked at $2K in Q3 2022.
  • 199 funds tracked by Wall St. Rank held Protolabs as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.