Freedom Wealth Alliance’s PTC PTC Stock Holding History

Freedom Wealth 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
2023 Q1	–	Sell	-150	Closed	-$18K	–	355
2022 Q4	$18K	Buy	+150	New	+$17.9K	0.03%	214

Other funds holding PTC

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

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

PAMS

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

LPC

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Freedom Wealth Alliance's PTC Position: Q1 2023 in Review

Freedom Wealth Alliance sold out of PTC (PTC) in Q1 2023, closing a stake of 150 shares — an estimated $18K sold.

Freedom Wealth Alliance first reported a position in PTC in Q4 2022 and held it in 1 quarter. The position peaked at $18K in Q4 2022. 530 funds tracked by Wall St. Rank hold PTC as of Q1 2023.

Freedom Wealth Alliance reported no remaining PTC position as of Q1 2023 after selling out during the quarter.
Freedom Wealth Alliance sold 150 PTC shares in Q1 2023, an estimated $18K.
Freedom Wealth Alliance first reported a position in PTC in Q4 2022 and held it in 1 quarter.
Freedom Wealth Alliance's PTC position peaked at $18K in Q4 2022.
530 funds tracked by Wall St. Rank held PTC as of Q1 2023.

Based on Freedom Wealth Alliance's 13F filing for Q1 2023, filed 25 Apr 2023.