TCWM
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Total Clarity Wealth Management’s PTC PTC Stock Holding History

Total Clarity 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
2022
Q3 		– Sell
-512
Closed -$54K – 798
2022
Q2 		$54K Buy
+512
New +$55.3K 0.03% 401
2022
Q1 		– Sell
-730
Closed -$88K – 735
2021
Q4 		$88K Buy
730
+120
+20% +$14.5K 0.04% 332
2021
Q3 		$73K Buy
+610
New +$81.3K 0.03% 351
2021
Q2 		– Sell
-610
Closed -$84K – 608
2021
Q1 		$84K Buy
+610
New +$81.2K 0.05% 266

Other funds holding PTC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

Total Clarity Wealth Management's PTC Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of PTC (PTC) in Q3 2022, closing a stake of 512 shares — an estimated $54K sold.

Total Clarity Wealth Management first reported a position in PTC in Q1 2021 and held it in 4 quarters. The position peaked at $88K in Q4 2021. 481 funds tracked by Wall St. Rank hold PTC as of Q3 2022.

  • Total Clarity Wealth Management reported no remaining PTC position as of Q3 2022 after selling out during the quarter.
  • Total Clarity Wealth Management sold 512 PTC shares in Q3 2022, an estimated $54K.
  • Total Clarity Wealth Management first reported a position in PTC in Q1 2021 and held it in 4 quarters.
  • Total Clarity Wealth Management's PTC position peaked at $88K in Q4 2021.
  • 481 funds tracked by Wall St. Rank held PTC as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.