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Private Wealth Management Group’s Prothena Corp PRTA Stock Holding History

Private Wealth Management Group’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
2025
Q1 		– Sell
-104
Closed -$1.44K – 1571
2024
Q4 		$1.44K Sell
104
-126
-55% -$1.99K ﹤0.01% 1207
2024
Q3 		$3.85K Buy
230
+204
+785% +$4.39K ﹤0.01% 830
2024
Q2 		$537 Buy
26
+10
+63% +$216 ﹤0.01% 1431
2024
Q1 		$397 Sell
16
-9
-36% -$268 ﹤0.01% 1474
2023
Q4 		$909 Buy
+25
New +$962 ﹤0.01% 1320

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SL
Siren LLC Greenwich, Connecticut $3.61B AUM 203.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Private Wealth Management Group's PRTA Position: Q1 2025 in Review

Private Wealth Management Group sold out of Prothena Corp (PRTA) in Q1 2025, closing a stake of 104 shares — an estimated $1.44K sold.

Private Wealth Management Group first reported a position in PRTA in Q4 2023 and held it in 5 quarters. The position peaked at $3.85K in Q3 2024. 161 funds tracked by Wall St. Rank hold PRTA as of Q1 2025.

  • Private Wealth Management Group reported no remaining Prothena Corp position as of Q1 2025 after selling out during the quarter.
  • Private Wealth Management Group sold 104 Prothena Corp shares in Q1 2025, an estimated $1.44K.
  • Private Wealth Management Group first reported a position in Prothena Corp in Q4 2023 and held it in 5 quarters.
  • Private Wealth Management Group's Prothena Corp position peaked at $3.85K in Q3 2024.
  • 161 funds tracked by Wall St. Rank held Prothena Corp as of Q1 2025.

Based on Private Wealth Management Group's 13F filing for Q1 2025, filed 2 May 2025.