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Ptc shares owned by Ballentine Partners

Quarter-by-quarter ownership of Ptc (PTC) shares owned by Ballentine Partners from 13F filings

Historical chart of Ballentine Partners investment in Ptc

Tip: Access up to 7 years of quarterly data

All positions including Ptc held by Ballentine Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ptc by Ballentine Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.9M 15k 188.94
2023-12-31 $2.7M 15k 174.96
2023-09-30 $245k 1.7k 141.68

More positions owned by Ballentine Partners

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Core Msci Emkt (IEMG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds Large Cap Etf (VV)
Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Etf (IWB)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Ballentine Partners

Top funds holding Ptc

Vanguard Group
Lone Pine Capital
Select Equity
Wellington Management Company
Ownership Capital B.V.
Impax Asset Management Group
Franklin Resources
40 North Industries
Lazard Asset Management
Bank of New York Mellon
Charles Schwab Investment Management
Citadel Advisors
SAM Sustainable Asset Management
Legal & General Group
T. Rowe Price Associates

View all funds holding Ptc