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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
2024-03-31 $23k 124 188.94

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

View all positions for First Foundation 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