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Mount Yale Investment Advisors’s PTC PTC Stock Holding History

Mount Yale Investment Advisors’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
2025
Q1 		– Sell
-3,921
Closed -$721K – 574
2024
Q4 		$721K Sell
3,921
-28
-0.7% -$5.31K 0.06% 266
2024
Q3 		$713K Buy
3,949
+2,204
+126% +$387K 0.07% 265
2024
Q2 		$317K Sell
1,745
-700
-29% -$125K 0.03% 425
2024
Q1 		$462K Buy
+2,445
New +$440K 0.04% 370

Other funds holding PTC

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
FCM
Fernbridge Capital Management Los Angeles, California $1.56B AUM 12.38% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Mount Yale Investment Advisors's PTC Position: Q1 2025 in Review

Mount Yale Investment Advisors sold out of PTC (PTC) in Q1 2025, closing a stake of 3,921 shares — an estimated $721K sold.

Mount Yale Investment Advisors first reported a position in PTC in Q1 2024 and held it in 4 quarters. The position peaked at $721K in Q4 2024. 670 funds tracked by Wall St. Rank hold PTC as of Q1 2025.

  • Mount Yale Investment Advisors reported no remaining PTC position as of Q1 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 3,921 PTC shares in Q1 2025, an estimated $721K.
  • Mount Yale Investment Advisors first reported a position in PTC in Q1 2024 and held it in 4 quarters.
  • Mount Yale Investment Advisors's PTC position peaked at $721K in Q4 2024.
  • 670 funds tracked by Wall St. Rank held PTC as of Q1 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2025, filed 16 Apr 2025.