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Beaird Harris Wealth Management’s PTC PTC Stock Holding History

Beaird Harris Wealth 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
2023
Q1 		– Sell
-31
Closed -$3.72K – 685
2022
Q4 		$3.72K Buy
+31
New +$3.71K ﹤0.01% 474

Other funds holding PTC

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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Beaird Harris Wealth Management's PTC Position: Q1 2023 in Review

Beaird Harris Wealth Management sold out of PTC (PTC) in Q1 2023, closing a stake of 31 shares — an estimated $3.72K sold.

Beaird Harris Wealth Management first reported a position in PTC in Q4 2022 and held it in 1 quarter. The position peaked at $3.72K in Q4 2022. 530 funds tracked by Wall St. Rank hold PTC as of Q1 2023.

  • Beaird Harris Wealth Management reported no remaining PTC position as of Q1 2023 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 31 PTC shares in Q1 2023, an estimated $3.72K.
  • Beaird Harris Wealth Management first reported a position in PTC in Q4 2022 and held it in 1 quarter.
  • Beaird Harris Wealth Management's PTC position peaked at $3.72K in Q4 2022.
  • 530 funds tracked by Wall St. Rank held PTC as of Q1 2023.

Based on Beaird Harris Wealth Management's 13F filing for Q1 2023, filed 24 Apr 2023.