Financial Perspectives’s Protolabs PRLB Stock Holding History

Financial Perspectives’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
2024 Q2	–	Sell	-19	Closed	-$679	–	685
2024 Q1	$679	Hold	19	–	–	﹤0.01%	618
2023 Q4	$740	Hold	19	–	–	﹤0.01%	641
2023 Q3	$502	Hold	19	–	–	﹤0.01%	664
2023 Q2	$664	Hold	19	–	–	﹤0.01%	640
2023 Q1	$630	Hold	19	–	–	﹤0.01%	639
2022 Q4	$485	Sell	19 -513	-96%	-$15.2K	﹤0.01%	644
2022 Q3	$19.4K	Hold	532	–	–	0.01%	351
2022 Q2	$25.5K	Hold	532	–	–	0.01%	316
2022 Q1	$28.1K	Hold	532	–	–	0.01%	325
2021 Q4	$27.3K	Sell	532 -513	-49%	-$30.3K	0.01%	320
2021 Q3	$69.6K	Hold	1,045	–	–	0.04%	203
2021 Q2	$95.9K	Sell	1,045 -126,184	-99%	-$12.4M	0.05%	190
2021 Q1	$1.04M	Buy	127,229 +126,184	+12,075%	+$21M	0.05%	202
2020 Q4	$160K	Hold	1,045	–	–	0.09%	134
2020 Q3	$135K	Hold	1,045	–	–	0.09%	130
2020 Q2	$118K	Hold	1,045	–	–	0.08%	124
2020 Q1	$79.6K	Hold	1,045	–	–	0.06%	129
2019 Q4	$106K	Buy	+1,045	New	+$104K	0.07%	118

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Financial Perspectives's PRLB Position: Q2 2024 in Review

Financial Perspectives sold out of Protolabs (PRLB) in Q2 2024, closing a stake of 19 shares — an estimated $679 sold.

Financial Perspectives first reported a position in PRLB in Q4 2019 and held it in 18 quarters. The position peaked at $1.04M in Q1 2021. 204 funds tracked by Wall St. Rank hold PRLB as of Q2 2024.

Financial Perspectives reported no remaining Protolabs position as of Q2 2024 after selling out during the quarter.
Financial Perspectives sold 19 Protolabs shares in Q2 2024, an estimated $679.
Financial Perspectives first reported a position in Protolabs in Q4 2019 and held it in 18 quarters.
Financial Perspectives's Protolabs position peaked at $1.04M in Q1 2021.
204 funds tracked by Wall St. Rank held Protolabs as of Q2 2024.

Based on Financial Perspectives's 13F filing for Q2 2024, filed 9 Aug 2024.