PTP
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Platform Technology Partners’s Citigroup C Stock Holding History

Platform Technology Partners’s Portfolio C Stock Details C Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$441K Buy
3,891
+1,919
+97% +$219K 0.09% 177
2025
Q4 		$230K Buy
+1,972
New +$205K 0.05% 230
2022
Q2 		– Sell
-3,756
Closed -$201K – 203
2022
Q1 		$201K Sell
3,756
-187
-5% -$11.6K 0.1% 179
2021
Q4 		$238K Sell
3,943
-120
-3% -$7.98K 0.1% 175
2021
Q3 		$285K Sell
4,063
-517
-11% -$36.1K 0.13% 169
2021
Q2 		$324K Buy
+4,580
New +$339K 0.13% 175
2020
Q4 		$334K Buy
+5,414
New +$275K 0.16% 144
2020
Q1 		– Sell
-3,528
Closed -$282K – 189
2019
Q4 		$282K Buy
+3,528
New +$261K 0.21% 127

Other funds holding C

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return