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Advisornet Financial’s Patterson-UTI PTEN Stock Holding History

Advisornet Financial’s Portfolio PTEN Stock Details PTEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-180
Closed -$1.38K – 2206
2024
Q3 		$1.38K Buy
+180
New +$1.66K ﹤0.01% 1854
2024
Q2 		– Sell
-112
Closed -$1.34K – 2166
2024
Q1 		$1.34K Buy
112
+39
+53% +$433 ﹤0.01% 1686
2023
Q4 		$788 Buy
73
+24
+49% +$292 ﹤0.01% 1960
2023
Q3 		$678 Buy
49
+27
+123% +$395 ﹤0.01% 1909
2023
Q2 		$263 Buy
+22
New +$248 ﹤0.01% 2176
2023
Q1 		– Sell
-11
Closed -$185 – 2474
2022
Q4 		$185 Buy
+11
New +$181 ﹤0.01% 2222
2019
Q3 		– Sell
-34
Closed – – 1932
2019
Q2 		$0 Buy
+34
New +$438 ﹤0.01% 1770

Other funds holding PTEN

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.05B AUM 47.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return