HighMark Wealth Management’s Portola Pharmaceuticals, Inc. PTLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
Sell
-530
Closed -$10K 490
2020
Q2
$10K Sell
530
-10,000
-95% -$139K 0.01% 206
2020
Q1
$75K Sell
10,530
-4,258
-29% -$53.1K 0.09% 55
2019
Q4
$353K Buy
+14,788
New +$408K 0.38% 21

HighMark Wealth Management's PTLA Position: Q3 2020 in Review

HighMark Wealth Management sold out of Portola Pharmaceuticals, Inc. (PTLA) in Q3 2020, closing a stake of 530 shares — an estimated $10K sold.

HighMark Wealth Management first reported a position in PTLA in Q4 2019 and held it in 3 quarters. The position peaked at $353K in Q4 2019. 0 funds tracked by Wall St. Rank hold PTLA as of Q3 2020.

  • HighMark Wealth Management reported no remaining Portola Pharmaceuticals, Inc. position as of Q3 2020 after selling out during the quarter.
  • HighMark Wealth Management sold 530 Portola Pharmaceuticals, Inc. shares in Q3 2020, an estimated $10K.
  • HighMark Wealth Management first reported a position in Portola Pharmaceuticals, Inc. in Q4 2019 and held it in 3 quarters.
  • HighMark Wealth Management's Portola Pharmaceuticals, Inc. position peaked at $353K in Q4 2019.
  • 0 funds tracked by Wall St. Rank held Portola Pharmaceuticals, Inc. as of Q3 2020.

Based on HighMark Wealth Management's 13F filing for Q3 2020, filed 26 Oct 2020.