CCA
PTC icon

Checchi Capital Advisers’s PTC PTC Stock Holding History

Checchi Capital Advisers’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
-1,254
Closed -$227K – 586
2024
Q3 		$227K Hold
1,254
– – 0.02% 521
2024
Q2 		$228K Buy
1,254
+53
+4% +$9.49K 0.02% 503
2024
Q1 		$227K Sell
1,201
-12
-1% -$2.16K 0.02% 515
2023
Q4 		$212K Buy
+1,213
New +$186K 0.02% 520
2021
Q2 		– Sell
-1,511
Closed -$208K – 551
2021
Q1 		$208K Buy
+1,511
New +$201K 0.03% 475
2019
Q2 		– Sell
-2,441
Closed -$225K – 441
2019
Q1 		$225K Buy
+2,441
New +$216K 0.05% 358
2018
Q4 		– Sell
-2,081
Closed -$221K – 429
2018
Q3 		$221K Buy
+2,081
New +$203K 0.05% 387
2016
Q3 		– Sell
-815
Closed -$31K – 999
2016
Q2 		$31K Hold
815
– – 0.01% 1042
2016
Q1 		$27K Buy
+815
New +$25.2K 0.01% 1021

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 $5.7T 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