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EWA
EverSource Wealth Advisors’s
Patterson-UTI
PTEN
Stock Holding History
EverSource Wealth 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
2026
Q1
$24.8K
Sell
2,286
-298
-12%
-$2.55K
﹤0.01%
2373
2025
Q4
$15.8K
Buy
2,584
+349
+16%
+$2.08K
﹤0.01%
2545
2025
Q3
$11.6K
Sell
2,235
-6,386
-74%
-$36.7K
﹤0.01%
2734
2025
Q2
$51.1K
Buy
8,621
+7,171
+495%
+$43.2K
﹤0.01%
1598
2025
Q1
$11.9K
Buy
1,450
+374
+35%
+$3.14K
﹤0.01%
2015
2024
Q4
$8.89K
Sell
1,076
-42
-4%
-$337
﹤0.01%
2059
2024
Q3
$8.55K
Sell
1,118
-72
-6%
-$663
﹤0.01%
1956
2024
Q2
$13.1K
Buy
1,190
+175
+17%
+$1.92K
﹤0.01%
1719
2024
Q1
$11K
Sell
1,015
-401
-28%
-$4.45K
﹤0.01%
1643
2023
Q4
$15.3K
Buy
1,416
+167
+13%
+$2.03K
﹤0.01%
1373
2023
Q3
$17.3K
Sell
1,249
-23
-2%
-$336
﹤0.01%
1179
2023
Q2
$15.2K
Buy
1,272
+261
+26%
+$2.95K
﹤0.01%
1256
2023
Q1
$11.8K
Sell
1,011
-248
-20%
-$3.62K
﹤0.01%
1282
2022
Q4
$21.2K
Hold
1,259
–
–
﹤0.01%
1047
2022
Q3
$14K
Buy
1,259
+342
+37%
+$4.89K
﹤0.01%
1027
2022
Q2
$14K
Buy
917
+107
+13%
+$1.8K
﹤0.01%
940
2022
Q1
$13K
Hold
810
–
–
﹤0.01%
882
2021
Q4
$7K
Buy
+810
New
+$6.98K
﹤0.01%
1133
Other funds holding PTEN
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
American Century Companies
Kansas City, Missouri
$194B AUM
35%
1-Year Est. Return
SG
Sourcerock Group
Denver, Colorado
$2.38B AUM
72.25%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
Fuller & Thaler Asset Management
San Mateo, California
$29.7B AUM
43.33%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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