AWM
PDCO

Avior Wealth Management’s Patterson Companies, Inc. PDCO Stock Holding History

Avior Wealth Management’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
2025
Q1 		– Sell
-10
Closed -$308 – 2447
2024
Q4 		$308 Hold
10
– – ﹤0.01% 2329
2024
Q3 		$218 Hold
10
– – ﹤0.01% 2217
2024
Q2 		$241 Sell
10
-573
-98% -$14.3K ﹤0.01% 2172
2024
Q1 		$16.1K Buy
+583
New +$16.6K ﹤0.01% 1696
2023
Q4 		– Sell
-124
Closed -$3.65K – 1679
2023
Q3 		$3.67K Buy
+124
New +$3.93K ﹤0.01% 1282
2018
Q1 		– Sell
-9,150
Closed -$331K – 829
2017
Q4 		$331K Buy
+9,150
New +$334K 0.07% 226

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
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Avior Wealth Management's PDCO Position: Q1 2025 in Review

Avior Wealth Management sold out of Patterson Companies, Inc. (PDCO) in Q1 2025, closing a stake of 10 shares — an estimated $308 sold.

Avior Wealth Management first reported a position in PDCO in Q4 2017 and held it in 6 quarters. The position peaked at $331K in Q4 2017. 298 funds tracked by Wall St. Rank hold PDCO as of Q1 2025.

  • Avior Wealth Management reported no remaining Patterson Companies, Inc. position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 10 Patterson Companies, Inc. shares in Q1 2025, an estimated $308.
  • Avior Wealth Management first reported a position in Patterson Companies, Inc. in Q4 2017 and held it in 6 quarters.
  • Avior Wealth Management's Patterson Companies, Inc. position peaked at $331K in Q4 2017.
  • 298 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.