Exencial Wealth Advisors’s Protolabs PRLB Stock Holding History

Exencial Wealth Advisors’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
2021 Q4	–	Sell	-7,020	Closed	-$468K	–	480
2021 Q3	$468K	Buy	7,020 +1,384	+25%	+$108K	0.02%	246
2021 Q2	$517K	Buy	5,636 +1,224	+28%	+$121K	0.03%	306
2021 Q1	$537K	Buy	4,412 +1,141	+35%	+$190K	0.03%	270
2020 Q4	$502K	Buy	+3,271	New	+$461K	0.03%	245

Other funds holding PRLB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Exencial Wealth Advisors's PRLB Position: Q4 2021 in Review

Exencial Wealth Advisors sold out of Protolabs (PRLB) in Q4 2021, closing a stake of 7,020 shares — an estimated $468K sold.

Exencial Wealth Advisors first reported a position in PRLB in Q4 2020 and held it in 4 quarters. The position peaked at $537K in Q1 2021. 245 funds tracked by Wall St. Rank hold PRLB as of Q4 2021.

Exencial Wealth Advisors reported no remaining Protolabs position as of Q4 2021 after selling out during the quarter.
Exencial Wealth Advisors sold 7,020 Protolabs shares in Q4 2021, an estimated $468K.
Exencial Wealth Advisors first reported a position in Protolabs in Q4 2020 and held it in 4 quarters.
Exencial Wealth Advisors's Protolabs position peaked at $537K in Q1 2021.
245 funds tracked by Wall St. Rank held Protolabs as of Q4 2021.

Based on Exencial Wealth Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.