Icon Wealth Advisors »

Ptc shares owned by Icon Wealth Advisors

Quarter-by-quarter ownership of Ptc (PTC) shares owned by Icon Wealth Advisors from 13F filings

Historical chart of Icon Wealth Advisors investment in Ptc

Tip: Access up to 7 years of quarterly data

All positions including Ptc held by Icon Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ptc by Icon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $115k 606 188.94
2023-12-31 $108k 619 174.96

More positions owned by Icon Wealth Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Accenture Plc Ireland Shs Class A Stock (ACN)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Microsoft Corp Stock (MSFT)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares National Muni Bond Etf Etf (MUB)
Blackrock U.s. Equity Factor Rotation Etf Etf (DYNF)
Amazon Stock (AMZN)
Ishares Msci Eafe Value Etf Etf (EFV)
Ishares S&p 500 Growth Etf Etf (IVW)
Ishares Msci Eafe Growth Etf Etf (EFG)
Chevron Corp Stock (CVX)
Exxon Mobil Corp Stock (XOM)
Enterprise Prods Partners Stock (EPD)
Ishares U.s. Technology Etf Etf (IYW)

View all positions for Icon Wealth Advisors

Top funds holding Ptc

Vanguard Group
BlackRock
T. Rowe Price Investment Management
Pictet Asset Management Holding SA
Lone Pine Capital
Geode Capital Management
Nuveen Asset Management
FMR
Wellington Management Company
Fil
Ownership Capital B.V.
Northern Trust
Franklin Resources
40 North Industries
Lazard Asset Management

View all funds holding Ptc