Wealthcare Advisory Partners’s PTC PTC Stock Holding History

Wealthcare Advisory 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
2021 Q2	–	Sell	-12	Closed	-$2K	–	1524
2021 Q1	$2K	Buy	+12	New	+$1.6K	﹤0.01%	1910
2019 Q1	–	Sell	-162	Closed	-$13K	–	1264
2018 Q4	$13K	Hold	162	–	–	﹤0.01%	732
2018 Q3	$17K	Hold	162	–	–	﹤0.01%	721
2018 Q2	$15K	Hold	162	–	–	﹤0.01%	739
2018 Q1	$13K	Hold	162	–	–	﹤0.01%	673
2017 Q4	$10K	Hold	162	–	–	﹤0.01%	682
2017 Q3	$9K	Buy	+162	New	+$8.97K	﹤0.01%	568

Other funds holding PTC

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

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

PAMU

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

OCBV

Ownership Capital B.V. Amsterdam, Netherlands $178M AUM 4.75% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Wealthcare Advisory Partners's PTC Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of PTC (PTC) in Q2 2021, closing a stake of 12 shares — an estimated $2K sold.

Wealthcare Advisory Partners first reported a position in PTC in Q3 2017 and held it in 7 quarters. The position peaked at $17K in Q3 2018. 476 funds tracked by Wall St. Rank hold PTC as of Q2 2021.

Wealthcare Advisory Partners reported no remaining PTC position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 12 PTC shares in Q2 2021, an estimated $2K.
Wealthcare Advisory Partners first reported a position in PTC in Q3 2017 and held it in 7 quarters.
Wealthcare Advisory Partners's PTC position peaked at $17K in Q3 2018.
476 funds tracked by Wall St. Rank held PTC as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.