Garrett Wealth Advisory Group’s PTC PTC Stock Holding History

Garrett Wealth Advisory Group’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
2019 Q4	–	Sell	-33	Closed	-$2.25K	–	507
2019 Q3	$2.25K	Buy	+33	New	+$2.41K	﹤0.01%	520

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

MWNA

Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Garrett Wealth Advisory Group's PTC Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of PTC (PTC) in Q4 2019, closing a stake of 33 shares — an estimated $2.25K sold.

Garrett Wealth Advisory Group first reported a position in PTC in Q3 2019 and held it in 1 quarter. The position peaked at $2.25K in Q3 2019. 387 funds tracked by Wall St. Rank hold PTC as of Q4 2019.

Garrett Wealth Advisory Group reported no remaining PTC position as of Q4 2019 after selling out during the quarter.
Garrett Wealth Advisory Group sold 33 PTC shares in Q4 2019, an estimated $2.25K.
Garrett Wealth Advisory Group first reported a position in PTC in Q3 2019 and held it in 1 quarter.
Garrett Wealth Advisory Group's PTC position peaked at $2.25K in Q3 2019.
387 funds tracked by Wall St. Rank held PTC as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.