DF Dent Midcap Growth Fund PTC Holdings History
DF Dent Midcap Growth Fund's PTC Inc Holding Summary
As of 2025-03-31, FORUM FUNDS held 34,251.00 shares of PTC Inc(PTC), totaling $5.31 Mil. This investment constitutes 1.49% of their stock portfolio, and FORUM FUNDS now holds 0.03% of the outstanding PTC Inc(PTC) stock.
The initial trade took place in 2025Q1. And since then DF Dent Midcap Growth Fund has made 1 purchases of PTC, at an average price of $171.97, for a total of 34,251.00 shares. Based on historical transaction data and PTC's current price of $197.00, DF Dent Midcap Growth Fund's estimated gain on his PTC holdings is $857,302.53, reflecting a 14.55% gain to date.
DF Dent Midcap Growth Fund PTC ($197.00) Holding Chart
DF Dent Midcap Growth Fund PTC ($197.00) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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