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PTLA
WealthPLAN Partners’s
Portola Pharmaceuticals, Inc.
PTLA
Stock Holding History
WealthPLAN Partners’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
2019
Q4
–
Sell
-67,002
Closed
-$1.83M
–
261
2019
Q3
$1.83M
Buy
67,002
+2,123
+3%
+$59.6K
0.25%
83
2019
Q2
$1.97M
Buy
64,879
+1,921
+3%
+$60.2K
0.3%
79
2019
Q1
$1.92M
Buy
62,958
+22
+0%
+$635
0.3%
81
2018
Q4
$1.95M
Buy
62,936
+17,089
+37%
+$351K
0.31%
82
2018
Q3
$884K
Buy
45,847
+7,814
+21%
+$255K
0.16%
103
2018
Q2
$1.44M
Buy
38,033
+29,428
+342%
+$1.13M
0.29%
84
2018
Q1
$281K
Buy
8,605
+3,396
+65%
+$149K
0.06%
220
2017
Q4
$254K
Buy
5,209
+567
+12%
+$28.7K
0.07%
177
2017
Q3
$251K
Buy
4,642
+896
+24%
+$52.6K
0.07%
161
2017
Q2
$210K
Buy
3,746
+3,616
+2,782%
+$145K
0.06%
164
2017
Q1
$4.95K
Buy
+130
New
+$4.14K
0.02%
348
2016
Q3
$77.3K
Sell
3,430
-1,330
-28%
-$31.2K
0.03%
266
2016
Q2
$56.2K
Buy
+4,760
New
+$118K
0.01%
855
Other funds holding PTLA
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
William Blair Investment Management
Chicago, Illinois
$30.3B AUM
33.75%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Temasek Holdings
Singapore
$29.7B AUM
13.98%
1-Year Est. Return
JSP
Jackson Square Partners
Larkspur, California
$247M AUM
20.29%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
CCM
Cadian Capital Management
New York
$821M AUM
14.36%
1-Year Est. Return
Fiera Capital (Canada)
Montreal, Quebec, Canada
$29.2B AUM
20.16%
1-Year Est. Return
NAM
Nexpoint Asset Management
Dallas, Texas
$1.43B AUM
61.08%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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