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Sanctuary Wealth Management’s PTC PTC Stock Holding History

Sanctuary 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
Q2 		– Sell
-5
Closed -$945 – 291
2024
Q1 		$945 Hold
5
– – ﹤0.01% 241
2023
Q4 		$875 Hold
5
– – ﹤0.01% 252
2023
Q3 		$708 Hold
5
– – ﹤0.01% 249
2023
Q2 		$712 Buy
+5
New +$662 ﹤0.01% 266
2022
Q4 		$600 Buy
+5
New +$598 ﹤0.01% 257

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return