OLVIG
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Oliver Lagore Vanvalin Investment Group’s PTC PTC Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
Q4 		– Sell
-10
Closed -$1.42K – 847
2023
Q3 		$1.42K Buy
+10
New +$1.43K ﹤0.01% 727

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
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's PTC Position: Q4 2023 in Review

Oliver Lagore Vanvalin Investment Group sold out of PTC (PTC) in Q4 2023, closing a stake of 10 shares — an estimated $1.42K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in PTC in Q3 2023 and held it in 1 quarter. The position peaked at $1.42K in Q3 2023. 607 funds tracked by Wall St. Rank hold PTC as of Q4 2023.

  • Oliver Lagore Vanvalin Investment Group reported no remaining PTC position as of Q4 2023 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 10 PTC shares in Q4 2023, an estimated $1.42K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in PTC in Q3 2023 and held it in 1 quarter.
  • Oliver Lagore Vanvalin Investment Group's PTC position peaked at $1.42K in Q3 2023.
  • 607 funds tracked by Wall St. Rank held PTC as of Q4 2023.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q4 2023, filed 31 Jan 2024.