HGERS
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Householder Group Estate & Retirement Specialist’s PTC PTC Stock Holding History

Householder Group Estate & Retirement Specialist’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
2022
Q4 		– Sell
-5
Closed – – 902
2022
Q3 		$0 Buy
+5
New +$570 ﹤0.01% 1178

Other funds holding PTC

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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's PTC Position: Q4 2022 in Review

Householder Group Estate & Retirement Specialist sold out of PTC (PTC) in Q4 2022, closing a stake of 5 shares.

Householder Group Estate & Retirement Specialist first reported a position in PTC in Q3 2022 and held it in 1 quarter. The position peaked at $0 in Q3 2022. 540 funds tracked by Wall St. Rank hold PTC as of Q4 2022.

  • Householder Group Estate & Retirement Specialist reported no remaining PTC position as of Q4 2022 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 5 PTC shares in Q4 2022.
  • Householder Group Estate & Retirement Specialist first reported a position in PTC in Q3 2022 and held it in 1 quarter.
  • Householder Group Estate & Retirement Specialist's PTC position peaked at $0 in Q3 2022.
  • 540 funds tracked by Wall St. Rank held PTC as of Q4 2022.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2022, filed 19 Jan 2023.