WIM
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Westside Investment Management’s PTC PTC Stock Holding History

Westside Investment Management’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
Q2 		– Sell
-50
Closed -$9.45K – 1001
2024
Q1 		$9.45K Hold
50
– – ﹤0.01% 640
2023
Q4 		$8.75K Hold
50
– – ﹤0.01% 616
2023
Q3 		$7.08K Hold
50
– – ﹤0.01% 645
2023
Q2 		$7.12K Hold
50
– – ﹤0.01% 647
2023
Q1 		$6.41K Hold
50
– – ﹤0.01% 665
2022
Q4 		$6 Hold
50
– – ﹤0.01% 685
2022
Q3 		$5 Hold
50
– – ﹤0.01% 687
2022
Q2 		$5 Hold
50
– – ﹤0.01% 687
2022
Q1 		$5 Hold
50
– – ﹤0.01% 687
2021
Q4 		$6 Hold
50
– – ﹤0.01% 648
2021
Q3 		$5 Hold
50
– – ﹤0.01% 659
2021
Q2 		$7 Hold
50
– – ﹤0.01% 607
2021
Q1 		$6 Hold
50
– – ﹤0.01% 612
2020
Q4 		$5 Hold
50
– – ﹤0.01% 560
2020
Q3 		$4 Hold
50
– – ﹤0.01% 569
2020
Q2 		$3 Hold
50
– – ﹤0.01% 586
2020
Q1 		$3 Buy
+50
New +$3.7K ﹤0.01% 574
2018
Q1 		– Sell
-76
Closed -$4.89K – 838
2017
Q4 		$4.89K Sell
76
-61
-45% -$3.79K ﹤0.01% 686
2017
Q3 		$8.03K Hold
137
– – ﹤0.01% 598
2017
Q2 		$7.78K Buy
137
+38
+38% +$2.09K 0.01% 594
2017
Q1 		$5.07K Buy
+99
New +$5.23K ﹤0.01% 624

Other funds holding PTC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return