Key Financial Inc’s PTC PTC Stock Holding History

Key Financial Inc’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
2020 Q2	–	Sell	-204	Closed	-$12K	–	487
2020 Q1	$12K	Buy	+204	New	+$15.1K	0.01%	386

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

Standard Investments New York $1.83B AUM 4.12% 1-Year Est. Return

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

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

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

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

PIMC

Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return

Key Financial Inc's PTC Position: Q2 2020 in Review

Key Financial Inc sold out of PTC (PTC) in Q2 2020, closing a stake of 204 shares — an estimated $12K sold.

Key Financial Inc first reported a position in PTC in Q1 2020 and held it in 1 quarter. The position peaked at $12K in Q1 2020. 403 funds tracked by Wall St. Rank hold PTC as of Q2 2020.

Key Financial Inc reported no remaining PTC position as of Q2 2020 after selling out during the quarter.
Key Financial Inc sold 204 PTC shares in Q2 2020, an estimated $12K.
Key Financial Inc first reported a position in PTC in Q1 2020 and held it in 1 quarter.
Key Financial Inc's PTC position peaked at $12K in Q1 2020.
403 funds tracked by Wall St. Rank held PTC as of Q2 2020.

Based on Key Financial Inc's 13F filing for Q2 2020, filed 7 Aug 2020.