1834 Investment Advisors’s PTC PTC Stock Holding History

1834 Investment Advisors’s Portfolio PTC Stock Details PTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-33	Closed	-$3K	–	460
2020 Q2	$3K	Buy	+33	New	+$2.34K	﹤0.01%	410

Other funds holding PTC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Standard Investments New York $1.83B AUM 4.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

PIMC

Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return

1834 Investment Advisors's PTC Position: Q3 2020 in Review

1834 Investment Advisors sold out of PTC (PTC) in Q3 2020, closing a stake of 33 shares — an estimated $3K sold.

1834 Investment Advisors first reported a position in PTC in Q2 2020 and held it in 1 quarter. The position peaked at $3K in Q2 2020. 414 funds tracked by Wall St. Rank hold PTC as of Q3 2020.

1834 Investment Advisors reported no remaining PTC position as of Q3 2020 after selling out during the quarter.
1834 Investment Advisors sold 33 PTC shares in Q3 2020, an estimated $3K.
1834 Investment Advisors first reported a position in PTC in Q2 2020 and held it in 1 quarter.
1834 Investment Advisors's PTC position peaked at $3K in Q2 2020.
414 funds tracked by Wall St. Rank held PTC as of Q3 2020.

Based on 1834 Investment Advisors's 13F filing for Q3 2020, filed 16 Nov 2020.