Beacon Pointe Advisors’s PTC PTC Stock Holding History

Beacon Pointe Advisors’s Portfolio PTC Stock Details PTC Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$241K	Hold
2025 Q1	$216K	Sell
2024 Q4	$257K	Sell
2024 Q3	$261K	Sell
2024 Q2	$263K	Sell
2024 Q1	$286K	Sell
2023 Q4	$283K	Sell
2023 Q3	$272K	Buy