WP
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
2018
Q1 		– Sell
-17,900
Closed -$12K – 288
2017
Q4 		$12K Hold
17,900
– – ﹤0.01% 218
2017
Q3 		$97K Buy
+17,900
New +$1.05M 0.03% 191

Other funds holding PTLA

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCM
Cadian Capital Management New York $1.32B AUM 4.19% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.5B AUM 83.46% 1-Year Est. Return

WealthPLAN Partners's PTLA Position: Q4 2019 in Review

WealthPLAN Partners sold out of Portola Pharmaceuticals, Inc. (PTLA) in Q4 2019, closing a stake of 67,002 shares — an estimated $1.83M sold.

WealthPLAN Partners first reported a position in PTLA in Q2 2016 and held it in 13 quarters. The position peaked at $1.97M in Q2 2019. 224 funds tracked by Wall St. Rank hold PTLA as of Q4 2019.

  • WealthPLAN Partners reported no remaining Portola Pharmaceuticals, Inc. position as of Q4 2019 after selling out during the quarter.
  • WealthPLAN Partners sold 67,002 Portola Pharmaceuticals, Inc. shares in Q4 2019, an estimated $1.83M.
  • WealthPLAN Partners first reported a position in Portola Pharmaceuticals, Inc. in Q2 2016 and held it in 13 quarters.
  • WealthPLAN Partners's Portola Pharmaceuticals, Inc. position peaked at $1.97M in Q2 2019.
  • 224 funds tracked by Wall St. Rank held Portola Pharmaceuticals, Inc. as of Q4 2019.

Based on WealthPLAN Partners's 13F filing for Q4 2019, filed 14 Feb 2020.