WWP
PTC icon

WR Wealth Planners’s PTC PTC Stock Holding History

WR Wealth Planners’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
Q4 		$8.46K Hold
46
– – ﹤0.01% 618
2024
Q3 		$8.31K Hold
46
– – ﹤0.01% 664
2024
Q2 		$8.36K Hold
46
– – ﹤0.01% 633
2024
Q1 		$8.69K Buy
+46
New +$8.29K ﹤0.01% 625

Other funds holding PTC

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

WR Wealth Planners's PTC Position: Q4 2024 in Review

WR Wealth Planners held its PTC (PTC) position steady in Q4 2024 at 46 shares worth $8.46K. The position accounts for ﹤0.01% of the portfolio, ranked #618.

WR Wealth Planners first reported a position in PTC in Q1 2024 and has held it in 4 quarters since. The position peaked at $8.69K in Q1 2024. 673 funds tracked by Wall St. Rank hold PTC as of Q4 2024.

  • WR Wealth Planners held 46 shares of PTC worth $8.46K as of Q4 2024.
  • WR Wealth Planners left its PTC share count unchanged in Q4 2024.
  • PTC made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #618 holding.
  • WR Wealth Planners first reported a position in PTC in Q1 2024 and has held it in 4 quarters since.
  • WR Wealth Planners's PTC position peaked at $8.69K in Q1 2024.
  • 673 funds tracked by Wall St. Rank held PTC as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.