LF
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Lee Financial’s PTC PTC Stock Holding History

Lee Financial’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
-18
Closed -$2.16K – 926
2022
Q4 		$2.16K Buy
18
+9
+100% +$1.08K ﹤0.01% 678
2022
Q3 		$1K Hold
9
– – ﹤0.01% 779
2022
Q2 		$1K Hold
9
– – ﹤0.01% 811
2022
Q1 		$1K Sell
9
-10
-53% -$1.12K ﹤0.01% 733
2021
Q4 		$2K Buy
+19
New +$2.29K ﹤0.01% 774

Other funds holding PTC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lee Financial's PTC Position: Q1 2023 in Review

Lee Financial sold out of PTC (PTC) in Q1 2023, closing a stake of 18 shares — an estimated $2.16K sold.

Lee Financial first reported a position in PTC in Q4 2021 and held it in 5 quarters. The position peaked at $2.16K in Q4 2022. 531 funds tracked by Wall St. Rank hold PTC as of Q1 2023.

  • Lee Financial reported no remaining PTC position as of Q1 2023 after selling out during the quarter.
  • Lee Financial sold 18 PTC shares in Q1 2023, an estimated $2.16K.
  • Lee Financial first reported a position in PTC in Q4 2021 and held it in 5 quarters.
  • Lee Financial's PTC position peaked at $2.16K in Q4 2022.
  • 531 funds tracked by Wall St. Rank held PTC as of Q1 2023.

Based on Lee Financial's 13F filing for Q1 2023, filed 15 May 2023.