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TRUE Private Wealth Advisors’s Prothena Corp PRTA Stock Holding History

TRUE Private Wealth 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
2020
Q1 		– Sell
-4
Closed – – 797
2019
Q4 		$0 Buy
+4
New +$43 ﹤0.01% 816
2019
Q3 		– Sell
-4
Closed – – 593
2019
Q2 		$0 Buy
+4
New +$41 ﹤0.01% 805

Other funds holding PRTA

EC
EcoR1 Capital San Francisco, California $2.36B AUM 204.53% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
GPP
Great Point Partners Greenwich, Connecticut $435M AUM 318.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return

TRUE Private Wealth Advisors's PRTA Position: Q1 2020 in Review

TRUE Private Wealth Advisors sold out of Prothena Corp (PRTA) in Q1 2020, closing a stake of 4 shares.

TRUE Private Wealth Advisors first reported a position in PRTA in Q2 2019 and held it in 2 quarters. The position peaked at $0 in Q4 2019. 129 funds tracked by Wall St. Rank hold PRTA as of Q1 2020.

  • TRUE Private Wealth Advisors reported no remaining Prothena Corp position as of Q1 2020 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 4 Prothena Corp shares in Q1 2020.
  • TRUE Private Wealth Advisors first reported a position in Prothena Corp in Q2 2019 and held it in 2 quarters.
  • TRUE Private Wealth Advisors's Prothena Corp position peaked at $0 in Q4 2019.
  • 129 funds tracked by Wall St. Rank held Prothena Corp as of Q1 2020.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2020, filed 20 Apr 2020.