ACG Wealth

SEC CIK: 0001569071
Latest filing: Nov 3, 2022

SEC filings (opens in a new tab)

PTC holding history

PTC Inc. in every 13F filed by ACG Wealth, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PTC overview All 13F holders of PTC Full Q3 2022 holdings

Shares (Q3 2022): 29,156
Value: $3.05M
% of portfolio: 0.7%
Quarters held: 4; Since Q4 2021

Holdings of PTC by ACG Wealth, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2022	29,156	$3.05M	0.7%	+595+2.1%	Added	Holders
Q2 2022	28,561	$3.04M	0.6%	+2,286+8.7%	Added	Holders
Q1 2022	26,275	$2.83M	0.5%	+9,946+60.9%	Added	Holders
Q4 2021	16,329	$1.98M	0.3%	+16,329	New	Holders