WAM
PTLA

Wealthspire Advisors (Maryland)’s Portola Pharmaceuticals, Inc. PTLA Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-338
Closed -$12K – 2404
2019
Q1 		$12K Buy
+338
New +$9.75K ﹤0.01% 1475

Other funds holding PTLA

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
HCMT
Highland Capital Management (Texas) Dallas, Texas $39M AUM

Wealthspire Advisors (Maryland)'s PTLA Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Portola Pharmaceuticals, Inc. (PTLA) in Q2 2019, closing a stake of 338 shares — an estimated $12K sold.

Wealthspire Advisors (Maryland) first reported a position in PTLA in Q1 2019 and held it in 1 quarter. The position peaked at $12K in Q1 2019. 202 funds tracked by Wall St. Rank hold PTLA as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Portola Pharmaceuticals, Inc. position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 338 Portola Pharmaceuticals, Inc. shares in Q2 2019, an estimated $12K.
  • Wealthspire Advisors (Maryland) first reported a position in Portola Pharmaceuticals, Inc. in Q1 2019 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s Portola Pharmaceuticals, Inc. position peaked at $12K in Q1 2019.
  • 202 funds tracked by Wall St. Rank held Portola Pharmaceuticals, Inc. as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.