CTA
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Colonial Trust Advisors’s PTC PTC Stock Holding History

Colonial Trust Advisors’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
Q2 		– Sell
-50
Closed -$9.45K – 960
2024
Q1 		$9.45K Buy
50
+49
+4,900% +$8.83K ﹤0.01% 602
2023
Q4 		$175 Hold
1
– – ﹤0.01% 872
2023
Q3 		$142 Hold
1
– – ﹤0.01% 892
2023
Q2 		$142 Hold
1
– – ﹤0.01% 889
2023
Q1 		$128 Hold
1
– – ﹤0.01% 888
2022
Q4 		$120 Buy
+1
New +$120 ﹤0.01% 896

Other funds holding PTC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return