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TD Ameritrade Investment Management’s PTC PTC Stock Holding History

TD Ameritrade Investment 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
2023
Q3 		– Sell
-60
Closed -$9K – 364
2023
Q2 		$9K Sell
60
-6
-9% -$795 ﹤0.01% 360
2023
Q1 		$8K Sell
66
-6
-8% -$763 ﹤0.01% 402
2022
Q4 		$9K Sell
72
-75
-51% -$8.97K ﹤0.01% 396
2022
Q3 		$15K Hold
147
– – ﹤0.01% 350
2022
Q2 		$16K Sell
147
-14
-9% -$1.51K ﹤0.01% 395
2022
Q1 		$17K Buy
161
+14
+10% +$1.57K ﹤0.01% 435
2021
Q4 		$18K Sell
147
-73
-33% -$8.8K ﹤0.01% 424
2021
Q3 		$18K Buy
220
+57
+35% +$7.6K ﹤0.01% 400
2021
Q2 		$23K Sell
163
-57
-26% -$7.79K ﹤0.01% 388
2021
Q1 		$26K Hold
220
– – ﹤0.01% 377
2020
Q4 		$26K Hold
220
– – ﹤0.01% 377
2020
Q3 		$18K Sell
220
-38
-15% -$3.24K ﹤0.01% 400
2020
Q2 		$20K Hold
258
– – ﹤0.01% 377
2020
Q1 		$16K Sell
258
-43
-14% -$3.18K ﹤0.01% 376
2019
Q4 		$23K Buy
301
+234
+349% +$16.6K ﹤0.01% 382
2019
Q3 		$5K Buy
+67
New +$4.9K ﹤0.01% 526

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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TD Ameritrade Investment Management's PTC Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of PTC (PTC) in Q3 2023, closing a stake of 60 shares — an estimated $9K sold.

TD Ameritrade Investment Management first reported a position in PTC in Q3 2019 and held it in 16 quarters. The position peaked at $26K in Q1 2021. 562 funds tracked by Wall St. Rank hold PTC as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining PTC position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 60 PTC shares in Q3 2023, an estimated $9K.
  • TD Ameritrade Investment Management first reported a position in PTC in Q3 2019 and held it in 16 quarters.
  • TD Ameritrade Investment Management's PTC position peaked at $26K in Q1 2021.
  • 562 funds tracked by Wall St. Rank held PTC as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.