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CBIZ Investment Advisory Services’s Prothena Corp PRTA Stock Holding History

CBIZ Investment Advisory Services’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
2025
Q3 		– Sell
-2
Closed -$12 – 759
2025
Q2 		$12 Hold
2
– – ﹤0.01% 735
2025
Q1 		$25 Hold
2
– – ﹤0.01% 609
2024
Q4 		$28 Buy
+2
New +$32 ﹤0.01% 468

Other funds holding PRTA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
ACM
ADAR1 Capital Management Austin, Texas $1.7B AUM 340.85% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CBIZ Investment Advisory Services's PRTA Position: Q3 2025 in Review

CBIZ Investment Advisory Services sold out of Prothena Corp (PRTA) in Q3 2025, closing a stake of 2 shares — an estimated $12 sold.

CBIZ Investment Advisory Services first reported a position in PRTA in Q4 2024 and held it in 3 quarters. The position peaked at $28 in Q4 2024. 187 funds tracked by Wall St. Rank hold PRTA as of Q3 2025.

  • CBIZ Investment Advisory Services reported no remaining Prothena Corp position as of Q3 2025 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 2 Prothena Corp shares in Q3 2025, an estimated $12.
  • CBIZ Investment Advisory Services first reported a position in Prothena Corp in Q4 2024 and held it in 3 quarters.
  • CBIZ Investment Advisory Services's Prothena Corp position peaked at $28 in Q4 2024.
  • 187 funds tracked by Wall St. Rank held Prothena Corp as of Q3 2025.

Based on CBIZ Investment Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.