BHWM
PDCO

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

Beaird Harris 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
2022
Q1 		– Sell
-800
Closed -$23K – 749
2021
Q4 		$23K Buy
+800
New +$25K 0.01% 317

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Beaird Harris Wealth Management's PDCO Position: Q1 2022 in Review

Beaird Harris Wealth Management sold out of Patterson Companies, Inc. (PDCO) in Q1 2022, closing a stake of 800 shares — an estimated $23K sold.

Beaird Harris Wealth Management first reported a position in PDCO in Q4 2021 and held it in 1 quarter. The position peaked at $23K in Q4 2021. 271 funds tracked by Wall St. Rank hold PDCO as of Q1 2022.

  • Beaird Harris Wealth Management reported no remaining Patterson Companies, Inc. position as of Q1 2022 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 800 Patterson Companies, Inc. shares in Q1 2022, an estimated $23K.
  • Beaird Harris Wealth Management first reported a position in Patterson Companies, Inc. in Q4 2021 and held it in 1 quarter.
  • Beaird Harris Wealth Management's Patterson Companies, Inc. position peaked at $23K in Q4 2021.
  • 271 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q1 2022.

Based on Beaird Harris Wealth Management's 13F filing for Q1 2022, filed 27 May 2022.