Cassady Schiller Wealth Management’s PTC PTC Stock Holding History

Cassady Schiller 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
2024 Q4	$1.84K	Buy	+10	New	+$1.9K	﹤0.01%	599

Other funds holding PTC

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Cassady Schiller Wealth Management's PTC Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in PTC (PTC) in Q4 2024: 10 shares worth $1.84K. The stake represents ﹤0.01% of the portfolio and ranks #599 among its holdings.

672 funds tracked by Wall St. Rank hold PTC as of Q4 2024.

Cassady Schiller Wealth Management held 10 shares of PTC worth $1.84K as of Q4 2024.
PTC was a new Cassady Schiller Wealth Management position in Q4 2024.
PTC made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #599 holding.
672 funds tracked by Wall St. Rank held PTC as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.