AWS
PDCO

Atria Wealth Solutions’s Patterson Companies, Inc. PDCO Stock Holding History

Atria Wealth Solutions’s Portfolio PDCO Stock Details PDCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-11,183
Closed -$270K – 2064
2024
Q2 		$270K Buy
11,183
+1,266
+13% +$31.7K ﹤0.01% 1577
2024
Q1 		$274K Buy
9,917
+1,421
+17% +$40.5K ﹤0.01% 1615
2023
Q4 		$242K Buy
+8,496
New +$250K ﹤0.01% 1657

Other funds holding PDCO

BlackRock
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Atria Wealth Solutions's PDCO Position: Q3 2024 in Review

Atria Wealth Solutions sold out of Patterson Companies, Inc. (PDCO) in Q3 2024, closing a stake of 11,183 shares — an estimated $270K sold.

Atria Wealth Solutions first reported a position in PDCO in Q4 2023 and held it in 3 quarters. The position peaked at $274K in Q1 2024. 281 funds tracked by Wall St. Rank hold PDCO as of Q3 2024.

  • Atria Wealth Solutions reported no remaining Patterson Companies, Inc. position as of Q3 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 11,183 Patterson Companies, Inc. shares in Q3 2024, an estimated $270K.
  • Atria Wealth Solutions first reported a position in Patterson Companies, Inc. in Q4 2023 and held it in 3 quarters.
  • Atria Wealth Solutions's Patterson Companies, Inc. position peaked at $274K in Q1 2024.
  • 281 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q3 2024.

Based on Atria Wealth Solutions's 13F filing for Q3 2024, filed 8 Nov 2024.