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Cahill Financial Advisors’s Patterson-UTI PTEN Stock Holding History

Cahill Financial 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
2021
Q4 		– Sell
-205
Closed -$2K – 623
2021
Q3 		$2K Buy
+205
New +$1.66K ﹤0.01% 799

Other funds holding PTEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
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 $3.38T AUM 44.17% 1-Year Est. Return
JIM
JB Investments Management Phoenixville, Pennsylvania $763M AUM 110.58% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
KBG
Kahn Brothers Group New York $633M AUM 39.01% 1-Year Est. Return

Cahill Financial Advisors's PTEN Position: Q4 2021 in Review

Cahill Financial Advisors sold out of Patterson-UTI (PTEN) in Q4 2021, closing a stake of 205 shares — an estimated $2K sold.

Cahill Financial Advisors first reported a position in PTEN in Q3 2021 and held it in 1 quarter. The position peaked at $2K in Q3 2021. 233 funds tracked by Wall St. Rank hold PTEN as of Q4 2021.

  • Cahill Financial Advisors reported no remaining Patterson-UTI position as of Q4 2021 after selling out during the quarter.
  • Cahill Financial Advisors sold 205 Patterson-UTI shares in Q4 2021, an estimated $2K.
  • Cahill Financial Advisors first reported a position in Patterson-UTI in Q3 2021 and held it in 1 quarter.
  • Cahill Financial Advisors's Patterson-UTI position peaked at $2K in Q3 2021.
  • 233 funds tracked by Wall St. Rank held Patterson-UTI as of Q4 2021.

Based on Cahill Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.