VFA
PTLA

Valeo Financial Advisors’s Portola Pharmaceuticals, Inc. PTLA Stock Holding History

Valeo Financial Advisors’s Portfolio PTLA Stock Details PTLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-1,302
Closed -$23K – 2295
2020
Q2 		$23K Sell
1,302
-1,000
-43% -$13.9K ﹤0.01% 1018
2020
Q1 		$21K Hold
2,302
– – ﹤0.01% 892
2019
Q4 		$55K Buy
2,302
+75
+3% +$2.07K 0.01% 615
2019
Q3 		$60K Hold
2,227
– – 0.01% 546
2019
Q2 		$60K Hold
2,227
– – 0.01% 554
2019
Q1 		$77K Buy
2,227
+97
+5% +$2.8K 0.01% 467
2018
Q4 		$42K Sell
2,130
-1,615
-43% -$33.2K 0.01% 540
2018
Q3 		$74K Sell
3,745
-405
-10% -$13.2K 0.01% 469
2018
Q2 		$115K Sell
4,150
-300
-7% -$11.5K 0.02% 376
2018
Q1 		$145K Sell
4,450
-500
-10% -$21.9K 0.02% 293
2017
Q4 		$241K Sell
4,950
-150
-3% -$7.59K 0.04% 217
2017
Q3 		$276K Buy
+5,100
New +$299K 0.06% 175

Valeo Financial Advisors's PTLA Position: Q3 2020 in Review

Valeo Financial Advisors sold out of Portola Pharmaceuticals, Inc. (PTLA) in Q3 2020, closing a stake of 1,302 shares — an estimated $23K sold.

Valeo Financial Advisors first reported a position in PTLA in Q3 2017 and held it in 12 quarters. The position peaked at $276K in Q3 2017. 0 funds tracked by Wall St. Rank hold PTLA as of Q3 2020.

  • Valeo Financial Advisors reported no remaining Portola Pharmaceuticals, Inc. position as of Q3 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 1,302 Portola Pharmaceuticals, Inc. shares in Q3 2020, an estimated $23K.
  • Valeo Financial Advisors first reported a position in Portola Pharmaceuticals, Inc. in Q3 2017 and held it in 12 quarters.
  • Valeo Financial Advisors's Portola Pharmaceuticals, Inc. position peaked at $276K in Q3 2017.
  • 0 funds tracked by Wall St. Rank held Portola Pharmaceuticals, Inc. as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.