WealthPLAN Partners’s PTC PTC Stock Holding History

WealthPLAN 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
2023 Q2	–	Sell	-87	Closed	-$11.2K	–	1370
2023 Q1	$11.2K	Buy	+87	New	+$11.1K	﹤0.01%	835

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

WealthPLAN Partners's PTC Position: Q2 2023 in Review

WealthPLAN Partners sold out of PTC (PTC) in Q2 2023, closing a stake of 87 shares — an estimated $11.2K sold.

WealthPLAN Partners first reported a position in PTC in Q1 2023 and held it in 1 quarter. The position peaked at $11.2K in Q1 2023. 546 funds tracked by Wall St. Rank hold PTC as of Q2 2023.

WealthPLAN Partners reported no remaining PTC position as of Q2 2023 after selling out during the quarter.
WealthPLAN Partners sold 87 PTC shares in Q2 2023, an estimated $11.2K.
WealthPLAN Partners first reported a position in PTC in Q1 2023 and held it in 1 quarter.
WealthPLAN Partners's PTC position peaked at $11.2K in Q1 2023.
546 funds tracked by Wall St. Rank held PTC as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.