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Wipfli Financial Advisors’s PTC PTC Stock Holding History

Wipfli Financial Advisors’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
2022
Q3 		$56K Buy
+539
New +$61.5K ﹤0.01% 1021

Other funds holding PTC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Wipfli Financial Advisors's PTC Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in PTC (PTC) in Q3 2022: 539 shares worth $56K. The stake represents ﹤0.01% of the portfolio and ranks #1021 among its holdings.

480 funds tracked by Wall St. Rank hold PTC as of Q3 2022.

  • Wipfli Financial Advisors held 539 shares of PTC worth $56K as of Q3 2022.
  • PTC was a new Wipfli Financial Advisors position in Q3 2022.
  • PTC made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1021 holding.
  • 480 funds tracked by Wall St. Rank held PTC as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.