FourThought Financial Partners’s PTC PTC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-1,100
Closed -$223K 605
2025
Q3
$223K Buy
+1,100
New +$224K 0.02% 443

Other funds holding PTC

FourThought Financial Partners's PTC Position: Q4 2025 in Review

FourThought Financial Partners sold out of PTC (PTC) in Q4 2025, closing a stake of 1,100 shares — an estimated $223K sold.

FourThought Financial Partners first reported a position in PTC in Q3 2025 and held it in 1 quarter. The position peaked at $223K in Q3 2025. 723 funds tracked by Wall St. Rank hold PTC as of Q4 2025.

  • FourThought Financial Partners reported no remaining PTC position as of Q4 2025 after selling out during the quarter.
  • FourThought Financial Partners sold 1,100 PTC shares in Q4 2025, an estimated $223K.
  • FourThought Financial Partners first reported a position in PTC in Q3 2025 and held it in 1 quarter.
  • FourThought Financial Partners's PTC position peaked at $223K in Q3 2025.
  • 723 funds tracked by Wall St. Rank held PTC as of Q4 2025.

Based on FourThought Financial Partners's 13F filing for Q4 2025, filed 6 Feb 2026.