FPFS
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First Personal Financial Services’s PTC PTC Stock Holding History

First Personal Financial Services’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
Q3 		– Sell
-13
Closed -$2.27K – 585
2024
Q2 		$2.27K Hold
13
– – ﹤0.01% 329
2024
Q1 		$2.36K Hold
13
– – ﹤0.01% 327
2023
Q4 		$2.19K Hold
13
– – ﹤0.01% 354
2023
Q3 		$1.77K Buy
+13
New +$1.86K ﹤0.01% 366
2018
Q2 		– Sell
-770
Closed -$60K – 874
2018
Q1 		$60K Buy
770
+290
+60% +$21.2K 0.01% 404
2017
Q4 		$29K Buy
480
+55
+13% +$3.42K 0.01% 579
2017
Q3 		$24K Sell
425
-287
-40% -$15.9K 0.01% 557
2017
Q2 		$39K Buy
712
+18
+3% +$992 0.01% 464
2017
Q1 		$36K Hold
694
– – 0.01% 461
2016
Q4 		$32K Buy
694
+23
+3% +$1.07K 0.01% 459
2016
Q3 		$30K Buy
671
+45
+7% +$1.87K 0.01% 363
2016
Q2 		$24K Buy
+626
New +$22.4K 0.01% 389

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 $5.72T 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

First Personal Financial Services's PTC Position: Q3 2024 in Review

First Personal Financial Services sold out of PTC (PTC) in Q3 2024, closing a stake of 13 shares — an estimated $2.27K sold.

First Personal Financial Services first reported a position in PTC in Q2 2016 and held it in 12 quarters. The position peaked at $60K in Q1 2018. 617 funds tracked by Wall St. Rank hold PTC as of Q3 2024.

  • First Personal Financial Services reported no remaining PTC position as of Q3 2024 after selling out during the quarter.
  • First Personal Financial Services sold 13 PTC shares in Q3 2024, an estimated $2.27K.
  • First Personal Financial Services first reported a position in PTC in Q2 2016 and held it in 12 quarters.
  • First Personal Financial Services's PTC position peaked at $60K in Q1 2018.
  • 617 funds tracked by Wall St. Rank held PTC as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.