TFO Wealth Partners’s Prothena Corp PRTA Stock Holding History

TFO Wealth Partners’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 Q4	–	Sell	-3	Closed	-$205	–	1053
2023 Q3	$205	Buy	+3	New	+$178	﹤0.01%	792

Other funds holding PRTA

EcoR1 Capital San Francisco, California $2.36B AUM 204.53% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TFO Wealth Partners's PRTA Position: Q4 2023 in Review

TFO Wealth Partners sold out of Prothena Corp (PRTA) in Q4 2023, closing a stake of 3 shares — an estimated $205 sold.

TFO Wealth Partners first reported a position in PRTA in Q3 2023 and held it in 1 quarter. The position peaked at $205 in Q3 2023. 187 funds tracked by Wall St. Rank hold PRTA as of Q4 2023.

TFO Wealth Partners reported no remaining Prothena Corp position as of Q4 2023 after selling out during the quarter.
TFO Wealth Partners sold 3 Prothena Corp shares in Q4 2023, an estimated $205.
TFO Wealth Partners first reported a position in Prothena Corp in Q3 2023 and held it in 1 quarter.
TFO Wealth Partners's Prothena Corp position peaked at $205 in Q3 2023.
187 funds tracked by Wall St. Rank held Prothena Corp as of Q4 2023.

Based on TFO Wealth Partners's 13F filing for Q4 2023, filed 12 Feb 2024.