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Partnership Wealth Management’s Protolabs PRLB Stock Holding History

Partnership Wealth Management’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
Q4 		– Sell
-175
Closed -$5.14K – 151
2024
Q3 		$5.14K Sell
175
-42,038
-100% -$1.28M ﹤0.01% 173
2024
Q2 		$1.3M Sell
42,213
-20,188
-32% -$640K 0.96% 27
2024
Q1 		$2.23M Sell
62,401
-5,350
-8% -$193K 1.56% 16
2023
Q4 		$2.45M Buy
+67,751
New +$2.19M 1.84% 15

Other funds holding PRLB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Partnership Wealth Management's PRLB Position: Q4 2024 in Review

Partnership Wealth Management sold out of Protolabs (PRLB) in Q4 2024, closing a stake of 175 shares — an estimated $5.14K sold.

Partnership Wealth Management first reported a position in PRLB in Q4 2023 and held it in 4 quarters. The position peaked at $2.45M in Q4 2023. 199 funds tracked by Wall St. Rank hold PRLB as of Q4 2024.

  • Partnership Wealth Management reported no remaining Protolabs position as of Q4 2024 after selling out during the quarter.
  • Partnership Wealth Management sold 175 Protolabs shares in Q4 2024, an estimated $5.14K.
  • Partnership Wealth Management first reported a position in Protolabs in Q4 2023 and held it in 4 quarters.
  • Partnership Wealth Management's Protolabs position peaked at $2.45M in Q4 2023.
  • 199 funds tracked by Wall St. Rank held Protolabs as of Q4 2024.

Based on Partnership Wealth Management's 13F filing for Q4 2024, filed 8 Jan 2025.