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TFO Wealth Partners’s PTC PTC Stock Holding History

TFO Wealth Partners’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
-2
Closed -$378 – 596
2024
Q1 		$378 Sell
2
-8
-80% -$1.44K ﹤0.01% 331
2023
Q4 		$1.75K Buy
10
+5
+100% +$767 ﹤0.01% 143
2023
Q3 		$712 Buy
5
+3
+150% +$429 ﹤0.01% 362
2023
Q2 		$285 Hold
2
– – ﹤0.01% 421
2023
Q1 		$256 Buy
2
+1
+100% +$127 ﹤0.01% 415
2022
Q4 		$29 Buy
+1
New +$120 ﹤0.01% 895

Other funds holding PTC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

TFO Wealth Partners's PTC Position: Q2 2024 in Review

TFO Wealth Partners sold out of PTC (PTC) in Q2 2024, closing a stake of 2 shares — an estimated $378 sold.

TFO Wealth Partners first reported a position in PTC in Q4 2022 and held it in 6 quarters. The position peaked at $1.75K in Q4 2023. 616 funds tracked by Wall St. Rank hold PTC as of Q2 2024.

  • TFO Wealth Partners reported no remaining PTC position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 2 PTC shares in Q2 2024, an estimated $378.
  • TFO Wealth Partners first reported a position in PTC in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's PTC position peaked at $1.75K in Q4 2023.
  • 616 funds tracked by Wall St. Rank held PTC as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.