Turtle Creek Wealth Advisors’s PTC PTC Stock Holding History

Turtle Creek Wealth Advisors’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 Q1	–	Sell	-15	Closed	-$2.62K	–	665
2023 Q4	$2.62K	Buy	+15	New	+$2.3K	﹤0.01%	742

Other funds holding PTC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Turtle Creek Wealth Advisors's PTC Position: Q1 2024 in Review

Turtle Creek Wealth Advisors sold out of PTC (PTC) in Q1 2024, closing a stake of 15 shares — an estimated $2.62K sold.

Turtle Creek Wealth Advisors first reported a position in PTC in Q4 2023 and held it in 1 quarter. The position peaked at $2.62K in Q4 2023. 620 funds tracked by Wall St. Rank hold PTC as of Q1 2024.

Turtle Creek Wealth Advisors reported no remaining PTC position as of Q1 2024 after selling out during the quarter.
Turtle Creek Wealth Advisors sold 15 PTC shares in Q1 2024, an estimated $2.62K.
Turtle Creek Wealth Advisors first reported a position in PTC in Q4 2023 and held it in 1 quarter.
Turtle Creek Wealth Advisors's PTC position peaked at $2.62K in Q4 2023.
620 funds tracked by Wall St. Rank held PTC as of Q1 2024.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.