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TCI Wealth Advisors’s PTC PTC Stock Holding History

TCI Wealth 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
2023
Q2 		– Sell
-4
Closed -$513 – 1722
2023
Q1 		$513 Hold
4
– – ﹤0.01% 2214
2022
Q4 		$480 Hold
4
– – ﹤0.01% 2215
2022
Q3 		$0 Buy
+4
New +$456 ﹤0.01% 2518
2021
Q4 		– Sell
-40
Closed -$5K – 2467
2021
Q3 		$5K Hold
40
– – ﹤0.01% 1631
2021
Q2 		$6K Buy
40
+11
+38% +$1.5K ﹤0.01% 1348
2021
Q1 		$4K Buy
+29
New +$3.86K ﹤0.01% 1407

Other funds holding PTC

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TCI Wealth Advisors's PTC Position: Q2 2023 in Review

TCI Wealth Advisors sold out of PTC (PTC) in Q2 2023, closing a stake of 4 shares — an estimated $513 sold.

TCI Wealth Advisors first reported a position in PTC in Q1 2021 and held it in 6 quarters. The position peaked at $6K in Q2 2021. 546 funds tracked by Wall St. Rank hold PTC as of Q2 2023.

  • TCI Wealth Advisors reported no remaining PTC position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 4 PTC shares in Q2 2023, an estimated $513.
  • TCI Wealth Advisors first reported a position in PTC in Q1 2021 and held it in 6 quarters.
  • TCI Wealth Advisors's PTC position peaked at $6K in Q2 2021.
  • 546 funds tracked by Wall St. Rank held PTC as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.