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BIA
Bell Investment Advisors’s
Patterson-UTI
PTEN
Stock Holding History
Bell Investment Advisors’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
2025
Q4
–
Sell
-100
Closed
-$518
–
1926
2025
Q3
$518
Hold
100
–
–
﹤0.01%
1756
2025
Q2
$593
Hold
100
–
–
﹤0.01%
1726
2025
Q1
$822
Sell
100
-216
-68%
-$1.81K
﹤0.01%
1616
2024
Q4
$2.61K
Buy
316
+12
+4%
+$96
﹤0.01%
1225
2024
Q3
$2.33K
Buy
304
+26
+9%
+$240
﹤0.01%
1287
2024
Q2
$2.88K
Hold
278
–
–
﹤0.01%
1201
2024
Q1
$3.32K
Buy
278
+43
+18%
+$478
﹤0.01%
1129
2023
Q4
$2.54K
Hold
235
–
–
﹤0.01%
1227
2023
Q3
$3.25K
Buy
235
+176
+298%
+$2.58K
﹤0.01%
1038
2023
Q2
$707
Hold
59
–
–
﹤0.01%
1686
2023
Q1
$691
Hold
59
–
–
﹤0.01%
1675
2022
Q4
$994
Hold
59
–
–
﹤0.01%
1595
2022
Q3
$1K
Hold
59
–
–
﹤0.01%
1535
2022
Q2
$1K
Buy
+59
New
+$991
﹤0.01%
1555
2021
Q4
$0
Sell
59
-4
-6%
-$34
﹤0.01%
1913
2021
Q3
$1K
Buy
+63
New
+$510
﹤0.01%
1527
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1-Year Est. Return
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$29.7B AUM
43.33%
1-Year Est. Return
American Century Companies
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$194B AUM
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1-Year Est. Return
SG
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Denver, Colorado
$2.38B AUM
72.25%
1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
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New York
$761B AUM
31.28%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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