MFT
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Moisand Fitzgerald Tamayo’s PTC PTC Stock Holding History

Moisand Fitzgerald Tamayo’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
2022
Q4 		– Sell
-25
Closed -$3K – 829
2022
Q3 		$3K Buy
+25
New +$2.85K ﹤0.01% 449
2016
Q2 		– Sell
-12
Closed – – 161
2016
Q1 		$0 Hold
12
– – ﹤0.01% 235
2015
Q4 		$0 Buy
+12
New +$420 ﹤0.01% 227

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 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

Moisand Fitzgerald Tamayo's PTC Position: Q4 2022 in Review

Moisand Fitzgerald Tamayo sold out of PTC (PTC) in Q4 2022, closing a stake of 25 shares — an estimated $3K sold.

Moisand Fitzgerald Tamayo first reported a position in PTC in Q4 2015 and held it in 3 quarters. The position peaked at $3K in Q3 2022. 541 funds tracked by Wall St. Rank hold PTC as of Q4 2022.

  • Moisand Fitzgerald Tamayo reported no remaining PTC position as of Q4 2022 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 25 PTC shares in Q4 2022, an estimated $3K.
  • Moisand Fitzgerald Tamayo first reported a position in PTC in Q4 2015 and held it in 3 quarters.
  • Moisand Fitzgerald Tamayo's PTC position peaked at $3K in Q3 2022.
  • 541 funds tracked by Wall St. Rank held PTC as of Q4 2022.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2022, filed 23 Jan 2023.