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Ptc shares owned by BSW Wealth Partners

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

Historical chart of BSW Wealth Partners investment in Ptc

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ptc by BSW Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $330k 1.8k 180.66
2024-06-30 $243k 1.3k 181.67
2024-03-31 $228k 1.2k 188.94

More positions owned by BSW Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
American Centy Etf Tr Us Eqt Etf (AVUS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Apple Call (AAPL)
Ishares Tr Core Msci Intl (IDEV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard World Mega Cap Val Etf (MGV)
Ishares Tr Grwt Allocat Etf (AOR)
American Centy Etf Tr Emerging Mkt Val (AVES)
NVIDIA Corporation (NVDA)

View all positions for BSW Wealth Partners

Top funds holding Ptc

T. Rowe Price Investment Management
BlackRock
Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
T. Rowe Price Associates
Nuveen Asset Management
Lone Pine Capital
Pictet Asset Management Holding SA
Invesco
Fernbridge Capital Management
Northern Trust
40 North Industries
Impax Asset Management Group

View all funds holding Ptc