CSPIA
PDCO

Cary Street Partners Investment Advisory’s Patterson Companies, Inc. PDCO Stock Holding History

Cary Street Partners Investment Advisory’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
2020
Q4 		– Sell
-2,785
Closed -$67K – 906
2020
Q3 		$67K Buy
+2,785
New +$70.9K 0.01% 437

Other funds holding PDCO

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Cary Street Partners Investment Advisory's PDCO Position: Q4 2020 in Review

Cary Street Partners Investment Advisory sold out of Patterson Companies, Inc. (PDCO) in Q4 2020, closing a stake of 2,785 shares — an estimated $67K sold.

Cary Street Partners Investment Advisory first reported a position in PDCO in Q3 2020 and held it in 1 quarter. The position peaked at $67K in Q3 2020. 265 funds tracked by Wall St. Rank hold PDCO as of Q4 2020.

  • Cary Street Partners Investment Advisory reported no remaining Patterson Companies, Inc. position as of Q4 2020 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 2,785 Patterson Companies, Inc. shares in Q4 2020, an estimated $67K.
  • Cary Street Partners Investment Advisory first reported a position in Patterson Companies, Inc. in Q3 2020 and held it in 1 quarter.
  • Cary Street Partners Investment Advisory's Patterson Companies, Inc. position peaked at $67K in Q3 2020.
  • 265 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q4 2020.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.