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Ptc shares owned by First Foundation Advisors

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

Historical chart of First Foundation Advisors investment in Ptc

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ptc by First Foundation Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $23k 124 181.67
2024-03-31 $23k 124 188.94

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Ishares Tr Core S&p500 Etf (IVV)
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Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Amazon (AMZN)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
United Parcel Service CL B (UPS)
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ)
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Ishares Tr Rus Mid Cap Etf (IWR)

View all positions for First Foundation Advisors

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