Investors Research Corp’s PTC PTC Stock Holding History

Investors Research Corp’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 Q4	–	Sell	-7	Closed	-$992	–	1084
2023 Q3	$992	Buy	+7	New	+$1K	﹤0.01%	998

Other funds holding PTC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Investors Research Corp's PTC Position: Q4 2023 in Review

Investors Research Corp sold out of PTC (PTC) in Q4 2023, closing a stake of 7 shares — an estimated $992 sold.

Investors Research Corp first reported a position in PTC in Q3 2023 and held it in 1 quarter. The position peaked at $992 in Q3 2023. 607 funds tracked by Wall St. Rank hold PTC as of Q4 2023.

Investors Research Corp reported no remaining PTC position as of Q4 2023 after selling out during the quarter.
Investors Research Corp sold 7 PTC shares in Q4 2023, an estimated $992.
Investors Research Corp first reported a position in PTC in Q3 2023 and held it in 1 quarter.
Investors Research Corp's PTC position peaked at $992 in Q3 2023.
607 funds tracked by Wall St. Rank held PTC as of Q4 2023.

Based on Investors Research Corp's 13F filing for Q4 2023, filed 30 Jan 2024.