Wealth Enhancement Advisory Services
PRTA icon

Wealth Enhancement Advisory Services’s Prothena Corp PRTA Stock Holding History

Wealth Enhancement Advisory Services’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
2026
Q3 		$114K Buy
13,268
+2,112
+19% +$18.9K ﹤0.01% 3908
2026
Q2 		$103K Buy
+11,156
New +$110K ﹤0.01% 3790

Other funds holding PRTA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Penbrook Management
Penbrook Management New York $169M AUM 32.52% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Wealth Enhancement Advisory Services's PRTA Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Prothena Corp (PRTA) stake by 19% in Q3 2026, buying an estimated $18.9K and bringing the position to 13,268 shares worth $114K. The position accounts for ﹤0.01% of the portfolio, ranked #3908.

Wealth Enhancement Advisory Services first reported a position in PRTA in Q2 2026 and has held it in 2 quarters since. 90 funds tracked by Wall St. Rank hold PRTA as of Q3 2026.

  • Wealth Enhancement Advisory Services held 13,268 shares of Prothena Corp worth $114K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 2,112 Prothena Corp shares in Q3 2026, an estimated $18.9K.
  • Prothena Corp made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3908 holding.
  • Wealth Enhancement Advisory Services first reported a position in Prothena Corp in Q2 2026 and has held it in 2 quarters since.
  • 90 funds tracked by Wall St. Rank held Prothena Corp as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.