WPC
PTC icon

Wedmont Private Capital’s PTC PTC Stock Holding History

Wedmont Private Capital’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
2026
Q2 		$319K Sell
2,559
-1,870
-42% -$252K 0.01% 714
2026
Q1 		$639K Buy
4,429
+151
+4% +$23.9K 0.02% 416
2025
Q4 		$747K Buy
4,278
+188
+5% +$34.9K 0.03% 362
2025
Q3 		$827K Buy
4,090
+36
+0.9% +$7.34K 0.03% 322
2025
Q2 		$853K Buy
4,054
+107
+3% +$17.2K 0.04% 293
2025
Q1 		$574K Sell
3,947
-79
-2% -$13.6K 0.03% 344
2024
Q4 		$734K Buy
4,026
+64
+2% +$12.1K 0.04% 286
2024
Q3 		$702K Buy
3,962
+2
+0.1% +$351 0.04% 279
2024
Q2 		$724K Buy
3,960
+309
+8% +$55.3K 0.05% 257
2024
Q1 		$683K Buy
3,651
+45
+1% +$8.11K 0.05% 266
2023
Q4 		$612K Buy
3,606
+301
+9% +$46.2K 0.05% 264
2023
Q3 		$463K Buy
3,305
+247
+8% +$35.3K 0.05% 273
2023
Q2 		$442K Buy
3,058
+112
+4% +$14.8K 0.05% 271
2023
Q1 		$372K Buy
2,946
+233
+9% +$29.6K 0.05% 280
2022
Q4 		$333K Buy
2,713
+234
+9% +$28K 0.05% 312
2022
Q3 		$259K Sell
2,479
-692
-22% -$79K 0.05% 290
2022
Q2 		$337K Buy
+3,171
New +$342K 0.07% 211

Other funds holding PTC

TEC
Tensor Edge Capital Weston, Massachusetts $1.51B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
SBCM
Silverberg Bernstein Capital Management Armonk, New York $261M AUM 89.93% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return