JWM
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Janiczek Wealth Management’s PTC PTC Stock Holding History

Janiczek Wealth Management’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
Q2 		$727 Hold
4
– – ﹤0.01% 966
2024
Q1 		$756 Hold
4
– – ﹤0.01% 971
2023
Q4 		$700 Sell
4
-31
-89% -$4.75K ﹤0.01% 969
2023
Q3 		$4.96K Buy
+35
New +$5.01K ﹤0.01% 725

Other funds holding PTC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Janiczek Wealth Management's PTC Position: Q2 2024 in Review

Janiczek Wealth Management held its PTC (PTC) position steady in Q2 2024 at 4 shares worth $727. The position accounts for ﹤0.01% of the portfolio, ranked #966.

Janiczek Wealth Management first reported a position in PTC in Q3 2023 and has held it in 4 quarters since. The position peaked at $4.96K in Q3 2023. 615 funds tracked by Wall St. Rank hold PTC as of Q2 2024.

  • Janiczek Wealth Management held 4 shares of PTC worth $727 as of Q2 2024.
  • Janiczek Wealth Management left its PTC share count unchanged in Q2 2024.
  • PTC made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #966 holding.
  • Janiczek Wealth Management first reported a position in PTC in Q3 2023 and has held it in 4 quarters since.
  • Janiczek Wealth Management's PTC position peaked at $4.96K in Q3 2023.
  • 615 funds tracked by Wall St. Rank held PTC as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.