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Triad Wealth Partners’s PTC PTC Stock Holding History

Triad 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
Q3 		– Sell
-29
Closed -$5.27K – 690
2024
Q2 		$5.27K Buy
+29
New +$5.19K ﹤0.01% 555

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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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Triad Wealth Partners's PTC Position: Q3 2024 in Review

Triad Wealth Partners sold out of PTC (PTC) in Q3 2024, closing a stake of 29 shares — an estimated $5.27K sold.

Triad Wealth Partners first reported a position in PTC in Q2 2024 and held it in 1 quarter. The position peaked at $5.27K in Q2 2024. 617 funds tracked by Wall St. Rank hold PTC as of Q3 2024.

  • Triad Wealth Partners reported no remaining PTC position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 29 PTC shares in Q3 2024, an estimated $5.27K.
  • Triad Wealth Partners first reported a position in PTC in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's PTC position peaked at $5.27K in Q2 2024.
  • 617 funds tracked by Wall St. Rank held PTC as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.