BAM
PDCO

Belpointe Asset Management’s Patterson Companies, Inc. PDCO Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-335
Closed -$8.97K – 3512
2023
Q1 		$8.97K Buy
335
+250
+294% +$7.03K ﹤0.01% 2770
2022
Q4 		$2.38K Buy
+85
New +$2.35K ﹤0.01% 3202

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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Belpointe Asset Management's PDCO Position: Q2 2023 in Review

Belpointe Asset Management sold out of Patterson Companies, Inc. (PDCO) in Q2 2023, closing a stake of 335 shares — an estimated $8.97K sold.

Belpointe Asset Management first reported a position in PDCO in Q4 2022 and held it in 2 quarters. The position peaked at $8.97K in Q1 2023. 329 funds tracked by Wall St. Rank hold PDCO as of Q2 2023.

  • Belpointe Asset Management reported no remaining Patterson Companies, Inc. position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 335 Patterson Companies, Inc. shares in Q2 2023, an estimated $8.97K.
  • Belpointe Asset Management first reported a position in Patterson Companies, Inc. in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Patterson Companies, Inc. position peaked at $8.97K in Q1 2023.
  • 329 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.