MWM
PTC icon

Moran Wealth Management’s PTC PTC Stock Holding History

Moran 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
Q4 		– Sell
-20,888
Closed -$3.77M – 449
2024
Q3 		$3.77M Sell
20,888
-52,562
-72% -$9.24M 0.12% 205
2024
Q2 		$13.3M Buy
73,450
+117
+0.2% +$20.9K 0.44% 76
2024
Q1 		$13.9M Sell
73,333
-493
-0.7% -$88.8K 0.45% 77
2023
Q4 		$12.9M Sell
73,826
-3,386
-4% -$519K 0.46% 75
2023
Q3 		$10.9M Buy
+77,212
New +$11M 0.42% 91

Other funds holding PTC

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Moran Wealth Management's PTC Position: Q4 2024 in Review

Moran Wealth Management sold out of PTC (PTC) in Q4 2024, closing a stake of 20,888 shares — an estimated $3.77M sold.

Moran Wealth Management first reported a position in PTC in Q3 2023 and held it in 5 quarters. The position peaked at $13.9M in Q1 2024. 675 funds tracked by Wall St. Rank hold PTC as of Q4 2024.

  • Moran Wealth Management reported no remaining PTC position as of Q4 2024 after selling out during the quarter.
  • Moran Wealth Management sold 20,888 PTC shares in Q4 2024, an estimated $3.77M.
  • Moran Wealth Management first reported a position in PTC in Q3 2023 and held it in 5 quarters.
  • Moran Wealth Management's PTC position peaked at $13.9M in Q1 2024.
  • 675 funds tracked by Wall St. Rank held PTC as of Q4 2024.

Based on Moran Wealth Management's 13F filing for Q4 2024, filed 7 Feb 2025.