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Cornerstone Planning Group’s Prothena Corp PRTA Stock Holding History

Cornerstone Planning Group’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 		– Sell
-110
Closed -$2.01K – 1472
2024
Q3 		$2.01K Buy
110
+83
+307% +$1.78K ﹤0.01% 770
2024
Q2 		$535 Buy
+27
New +$584 ﹤0.01% 1072

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

Cornerstone Planning Group's PRTA Position: Q4 2024 in Review

Cornerstone Planning Group sold out of Prothena Corp (PRTA) in Q4 2024, closing a stake of 110 shares — an estimated $2.01K sold.

Cornerstone Planning Group first reported a position in PRTA in Q2 2024 and held it in 2 quarters. The position peaked at $2.01K in Q3 2024. 170 funds tracked by Wall St. Rank hold PRTA as of Q4 2024.

  • Cornerstone Planning Group reported no remaining Prothena Corp position as of Q4 2024 after selling out during the quarter.
  • Cornerstone Planning Group sold 110 Prothena Corp shares in Q4 2024, an estimated $2.01K.
  • Cornerstone Planning Group first reported a position in Prothena Corp in Q2 2024 and held it in 2 quarters.
  • Cornerstone Planning Group's Prothena Corp position peaked at $2.01K in Q3 2024.
  • 170 funds tracked by Wall St. Rank held Prothena Corp as of Q4 2024.

Based on Cornerstone Planning Group's 13F filing for Q4 2024, filed 29 Jan 2025.