GSC
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Ground Swell Capital’s PTC PTC Stock Holding History

Ground Swell Capital’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
2024
Q4 		– Sell
-1,292
Closed -$233K – 237
2024
Q3 		$233K Sell
1,292
-3,736
-74% -$657K 0.21% 76
2024
Q2 		$913K Buy
+5,028
New +$900K 0.71% 17
2014
Q3 		– Sell
-1,117
Closed -$43K – 2690
2014
Q2 		$43K Buy
+1,117
New +$40.2K 0.08% 183

Other funds holding PTC

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Ground Swell Capital's PTC Position: Q4 2024 in Review

Ground Swell Capital sold out of PTC (PTC) in Q4 2024, closing a stake of 1,292 shares — an estimated $233K sold.

Ground Swell Capital first reported a position in PTC in Q2 2014 and held it in 3 quarters. The position peaked at $913K in Q2 2024. 672 funds tracked by Wall St. Rank hold PTC as of Q4 2024.

  • Ground Swell Capital reported no remaining PTC position as of Q4 2024 after selling out during the quarter.
  • Ground Swell Capital sold 1,292 PTC shares in Q4 2024, an estimated $233K.
  • Ground Swell Capital first reported a position in PTC in Q2 2014 and held it in 3 quarters.
  • Ground Swell Capital's PTC position peaked at $913K in Q2 2024.
  • 672 funds tracked by Wall St. Rank held PTC as of Q4 2024.

Based on Ground Swell Capital's 13F filing for Q4 2024, filed 14 Feb 2025.