WAP
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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.6B AUM 47.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
SI
Standard Investments New York $1.7B AUM 4.12% 1-Year Est. Return
OCBV
Ownership Capital B.V. Amsterdam, Netherlands $178M AUM 4.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return