Fortis Advisors’s PTC PTC Stock Holding History

Fortis 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
2023 Q2	–	Sell	-18	Closed	-$2.31K	–	211
2023 Q1	$2.31K	Hold	18	–	–	﹤0.01%	242
2022 Q4	$2.16K	Hold	18	–	–	﹤0.01%	234
2022 Q3	$2K	Hold	18	–	–	﹤0.01%	231
2022 Q2	$2K	Hold	18	–	–	﹤0.01%	264
2022 Q1	$2K	Hold	18	–	–	﹤0.01%	274
2021 Q4	$2K	Hold	18	–	–	﹤0.01%	250
2021 Q3	$2K	Hold	18	–	–	﹤0.01%	240
2021 Q2	$3K	Hold	18	–	–	﹤0.01%	237
2021 Q1	$2K	Hold	18	–	–	﹤0.01%	214
2020 Q4	$2K	Hold	18	–	–	﹤0.01%	169
2020 Q3	$1K	Hold	18	–	–	﹤0.01%	144
2020 Q2	$1K	Hold	18	–	–	﹤0.01%	164
2020 Q1	$1K	Hold	18	–	–	﹤0.01%	313
2019 Q4	$1K	Hold	18	–	–	﹤0.01%	304
2019 Q3	$1K	Hold	18	–	–	﹤0.01%	298
2019 Q2	$2K	Hold	18	–	–	﹤0.01%	321
2019 Q1	$2K	Hold	18	–	–	﹤0.01%	308
2018 Q4	$1K	Hold	18	–	–	﹤0.01%	296
2018 Q3	$2K	Hold	18	–	–	﹤0.01%	291
2018 Q2	$2K	Hold	18	–	–	﹤0.01%	301
2018 Q1	$1K	Hold	18	–	–	﹤0.01%	302
2017 Q4	$1K	Hold	18	–	–	﹤0.01%	281
2017 Q3	$1K	Buy	+18	New	+$997	﹤0.01%	276

Other funds holding PTC

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

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

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

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

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

Geode Capital Management

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return