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Plante Moran Financial Advisors’s Prothena Corp PRTA Stock Holding History

Plante Moran Financial Advisors’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
2023
Q2 		– Sell
-9
Closed -$436 – 852
2023
Q1 		$436 Buy
+9
New +$475 ﹤0.01% 755
2020
Q4 		– Sell
-100
Closed -$1K – 960
2020
Q3 		$1K Hold
100
– – ﹤0.01% 816
2020
Q2 		$1K Hold
100
– – ﹤0.01% 716
2020
Q1 		$1K Hold
100
– – ﹤0.01% 702
2019
Q4 		$2K Buy
+100
New +$1.07K ﹤0.01% 699

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Plante Moran Financial Advisors's PRTA Position: Q2 2023 in Review

Plante Moran Financial Advisors sold out of Prothena Corp (PRTA) in Q2 2023, closing a stake of 9 shares — an estimated $436 sold.

Plante Moran Financial Advisors first reported a position in PRTA in Q4 2019 and held it in 5 quarters. The position peaked at $2K in Q4 2019. 196 funds tracked by Wall St. Rank hold PRTA as of Q2 2023.

  • Plante Moran Financial Advisors reported no remaining Prothena Corp position as of Q2 2023 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 9 Prothena Corp shares in Q2 2023, an estimated $436.
  • Plante Moran Financial Advisors first reported a position in Prothena Corp in Q4 2019 and held it in 5 quarters.
  • Plante Moran Financial Advisors's Prothena Corp position peaked at $2K in Q4 2019.
  • 196 funds tracked by Wall St. Rank held Prothena Corp as of Q2 2023.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.