tru Independence’s PTC PTC Stock Holding History

tru Independence’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
2020 Q3	–	Sell	-739	Closed	-$57K	–	717
2020 Q2	$57K	Buy	+739	New	+$52.4K	0.01%	360

Other funds holding PTC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Standard Investments New York $1.93B AUM 6.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

PIMC

Praesidium Investment Management Company New York $214M AUM 1.94% 1-Year Est. Return

tru Independence's PTC Position: Q3 2020 in Review

tru Independence sold out of PTC (PTC) in Q3 2020, closing a stake of 739 shares — an estimated $57K sold.

tru Independence first reported a position in PTC in Q2 2020 and held it in 1 quarter. The position peaked at $57K in Q2 2020. 416 funds tracked by Wall St. Rank hold PTC as of Q3 2020.

tru Independence reported no remaining PTC position as of Q3 2020 after selling out during the quarter.
tru Independence sold 739 PTC shares in Q3 2020, an estimated $57K.
tru Independence first reported a position in PTC in Q2 2020 and held it in 1 quarter.
tru Independence's PTC position peaked at $57K in Q2 2020.
416 funds tracked by Wall St. Rank held PTC as of Q3 2020.

Based on tru Independence's 13F filing for Q3 2020, filed 19 Nov 2020.