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Atria Wealth Solutions’s Patterson-UTI PTEN Stock Holding History

Atria Wealth Solutions’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
-10,000
Closed -$76.5K – 2068
2024
Q3 		$76.5K Hold
10,000
– – ﹤0.01% 1866
2024
Q2 		$104K Buy
+10,000
New +$110K ﹤0.01% 1854

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Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Pacer Advisors
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Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Atria Wealth Solutions's PTEN Position: Q4 2024 in Review

Atria Wealth Solutions sold out of Patterson-UTI (PTEN) in Q4 2024, closing a stake of 10,000 shares — an estimated $76.5K sold.

Atria Wealth Solutions first reported a position in PTEN in Q2 2024 and held it in 2 quarters. The position peaked at $104K in Q2 2024. 365 funds tracked by Wall St. Rank hold PTEN as of Q4 2024.

  • Atria Wealth Solutions reported no remaining Patterson-UTI position as of Q4 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 10,000 Patterson-UTI shares in Q4 2024, an estimated $76.5K.
  • Atria Wealth Solutions first reported a position in Patterson-UTI in Q2 2024 and held it in 2 quarters.
  • Atria Wealth Solutions's Patterson-UTI position peaked at $104K in Q2 2024.
  • 365 funds tracked by Wall St. Rank held Patterson-UTI as of Q4 2024.

Based on Atria Wealth Solutions's 13F filing for Q4 2024, filed 31 Jan 2025.