RA
PTC icon

Rational Advisors’s PTC PTC Stock Holding History

Rational 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
2020
Q4 		– Sell
-75
Closed -$6K – 515
2020
Q3 		$6K Buy
+75
New +$6.39K ﹤0.01% 352
2017
Q4 		– Sell
-33,540
Closed -$1.89M – 350
2017
Q3 		$1.89M Buy
+33,540
New +$1.86M 1.01% 21
2013
Q4 		$132K Sell
3,722
-330
-8% -$10.1K 0.01% 557
2013
Q3 		$115K Sell
4,052
-27
-0.7% -$734 0.01% 616
2013
Q2 		$100K Buy
+4,079
New +$97.9K 0.01% 646

Other funds holding PTC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SI
Standard Investments New York $1.83B AUM 4.12% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
OCBV
Ownership Capital B.V. Amsterdam, Netherlands $178M AUM 4.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return