CPWM
PDCO

Cypress Point Wealth Management’s Patterson Companies, Inc. PDCO Stock Holding History

Cypress Point 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
2021
Q3 		– Sell
-350
Closed -$11K – 227
2021
Q2 		$11K Buy
+350
New +$11.8K 0.01% 134

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 $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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cypress Point Wealth Management's PDCO Position: Q3 2021 in Review

Cypress Point Wealth Management sold out of Patterson Companies, Inc. (PDCO) in Q3 2021, closing a stake of 350 shares — an estimated $11K sold.

Cypress Point Wealth Management first reported a position in PDCO in Q2 2021 and held it in 1 quarter. The position peaked at $11K in Q2 2021. 259 funds tracked by Wall St. Rank hold PDCO as of Q3 2021.

  • Cypress Point Wealth Management reported no remaining Patterson Companies, Inc. position as of Q3 2021 after selling out during the quarter.
  • Cypress Point Wealth Management sold 350 Patterson Companies, Inc. shares in Q3 2021, an estimated $11K.
  • Cypress Point Wealth Management first reported a position in Patterson Companies, Inc. in Q2 2021 and held it in 1 quarter.
  • Cypress Point Wealth Management's Patterson Companies, Inc. position peaked at $11K in Q2 2021.
  • 259 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q3 2021.

Based on Cypress Point Wealth Management's 13F filing for Q3 2021, filed 5 Nov 2021.