AIM
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Anchor Investment Management’s PTC PTC Stock Holding History

Anchor Investment Management’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
2024
Q4 		– Sell
-29
Closed -$5.24K – 1055
2024
Q3 		$5.24K Buy
+29
New +$5.1K ﹤0.01% 869

Other funds holding PTC

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Anchor Investment Management's PTC Position: Q4 2024 in Review

Anchor Investment Management sold out of PTC (PTC) in Q4 2024, closing a stake of 29 shares — an estimated $5.24K sold.

Anchor Investment Management first reported a position in PTC in Q3 2024 and held it in 1 quarter. The position peaked at $5.24K in Q3 2024. 672 funds tracked by Wall St. Rank hold PTC as of Q4 2024.

  • Anchor Investment Management reported no remaining PTC position as of Q4 2024 after selling out during the quarter.
  • Anchor Investment Management sold 29 PTC shares in Q4 2024, an estimated $5.24K.
  • Anchor Investment Management first reported a position in PTC in Q3 2024 and held it in 1 quarter.
  • Anchor Investment Management's PTC position peaked at $5.24K in Q3 2024.
  • 672 funds tracked by Wall St. Rank held PTC as of Q4 2024.

Based on Anchor Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.