Financial Freedom LLC’s PTC PTC Stock Holding History

Financial Freedom LLC’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 Q3	–	Sell	-50	Closed	-$7.12K	–	402
2023 Q2	$7.12K	Hold	50	–	–	0.01%	297
2023 Q1	$6.41K	Hold	50	–	–	﹤0.01%	304
2022 Q4	$6K	Buy	+50	New	+$5.98K	﹤0.01%	304

Other funds holding PTC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Financial Freedom LLC's PTC Position: Q3 2023 in Review

Financial Freedom LLC sold out of PTC (PTC) in Q3 2023, closing a stake of 50 shares — an estimated $7.12K sold.

Financial Freedom LLC first reported a position in PTC in Q4 2022 and held it in 3 quarters. The position peaked at $7.12K in Q2 2023. 562 funds tracked by Wall St. Rank hold PTC as of Q3 2023.

Financial Freedom LLC reported no remaining PTC position as of Q3 2023 after selling out during the quarter.
Financial Freedom LLC sold 50 PTC shares in Q3 2023, an estimated $7.12K.
Financial Freedom LLC first reported a position in PTC in Q4 2022 and held it in 3 quarters.
Financial Freedom LLC's PTC position peaked at $7.12K in Q2 2023.
562 funds tracked by Wall St. Rank held PTC as of Q3 2023.

Based on Financial Freedom LLC's 13F filing for Q3 2023, filed 6 Nov 2023.