EWA
PDS

EverSource Wealth Advisors’s Precision Drilling PDS Stock Holding History

EverSource Wealth Advisors’s Portfolio PDS Stock Details PDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-26
Closed -$1.21K – 4332
2025
Q1 		$1.21K Buy
+26
New +$1.42K ﹤0.01% 3157
2024
Q4 		– Sell
-12
Closed -$740 – 3800
2024
Q3 		$740 Sell
12
-88
-88% -$6.08K ﹤0.01% 2781
2024
Q2 		$7.68K Hold
100
– – ﹤0.01% 2012
2024
Q1 		$7.02K Buy
+100
New +$6.04K ﹤0.01% 1868

Other funds holding PDS

National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.18B AUM 26.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Aegis Financial Mc Lean, Virginia $580M AUM 105.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HP
Hartree Partners New York $467M AUM 66.71% 1-Year Est. Return

EverSource Wealth Advisors's PDS Position: Q2 2025 in Review

EverSource Wealth Advisors sold out of Precision Drilling (PDS) in Q2 2025, closing a stake of 26 shares — an estimated $1.21K sold.

EverSource Wealth Advisors first reported a position in PDS in Q1 2024 and held it in 4 quarters. The position peaked at $7.68K in Q2 2024. 108 funds tracked by Wall St. Rank hold PDS as of Q2 2025.

  • EverSource Wealth Advisors reported no remaining Precision Drilling position as of Q2 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 26 Precision Drilling shares in Q2 2025, an estimated $1.21K.
  • EverSource Wealth Advisors first reported a position in Precision Drilling in Q1 2024 and held it in 4 quarters.
  • EverSource Wealth Advisors's Precision Drilling position peaked at $7.68K in Q2 2024.
  • 108 funds tracked by Wall St. Rank held Precision Drilling as of Q2 2025.

Based on EverSource Wealth Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.