Founders Financial Alliance’s PTC PTC Stock Holding History

Founders Financial Alliance’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
2020 Q4	–	Sell	-56	Closed	-$5K	–	1040
2020 Q3	$5K	Buy	+56	New	+$4.77K	﹤0.01%	987

Other funds holding PTC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Standard Investments New York $1.83B AUM 4.12% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

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

OCBV

Ownership Capital B.V. Amsterdam, Netherlands $178M AUM 4.75% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Founders Financial Alliance's PTC Position: Q4 2020 in Review

Founders Financial Alliance sold out of PTC (PTC) in Q4 2020, closing a stake of 56 shares — an estimated $5K sold.

Founders Financial Alliance first reported a position in PTC in Q3 2020 and held it in 1 quarter. The position peaked at $5K in Q3 2020. 437 funds tracked by Wall St. Rank hold PTC as of Q4 2020.

Founders Financial Alliance reported no remaining PTC position as of Q4 2020 after selling out during the quarter.
Founders Financial Alliance sold 56 PTC shares in Q4 2020, an estimated $5K.
Founders Financial Alliance first reported a position in PTC in Q3 2020 and held it in 1 quarter.
Founders Financial Alliance's PTC position peaked at $5K in Q3 2020.
437 funds tracked by Wall St. Rank held PTC as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.