Kula Investments’s PTC PTC Stock Holding History

Kula Investments’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 Q1	–	Sell	-2,317	Closed	-$278K	–	813
2022 Q4	$278K	Buy	+2,317	New	+$277K	0.08%	413

Other funds holding PTC

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kula Investments's PTC Position: Q1 2023 in Review

Kula Investments sold out of PTC (PTC) in Q1 2023, closing a stake of 2,317 shares — an estimated $278K sold.

Kula Investments first reported a position in PTC in Q4 2022 and held it in 1 quarter. The position peaked at $278K in Q4 2022. 530 funds tracked by Wall St. Rank hold PTC as of Q1 2023.

Kula Investments reported no remaining PTC position as of Q1 2023 after selling out during the quarter.
Kula Investments sold 2,317 PTC shares in Q1 2023, an estimated $278K.
Kula Investments first reported a position in PTC in Q4 2022 and held it in 1 quarter.
Kula Investments's PTC position peaked at $278K in Q4 2022.
530 funds tracked by Wall St. Rank held PTC as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.