EW
PDCO

Evoke Wealth’s Patterson Companies, Inc. PDCO Stock Holding History

Evoke Wealth’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
Q3 		– Sell
-56
Closed -$1K – 1149
2020
Q2 		$1K Buy
+56
New +$981 ﹤0.01% 1050
2020
Q1 		– Sell
-17
Closed -$348 – 1375
2019
Q4 		$348 Buy
+17
New +$322 ﹤0.01% 1214

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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 $544B AUM 28.31% 1-Year Est. Return

Evoke Wealth's PDCO Position: Q3 2020 in Review

Evoke Wealth sold out of Patterson Companies, Inc. (PDCO) in Q3 2020, closing a stake of 56 shares — an estimated $1K sold.

Evoke Wealth first reported a position in PDCO in Q4 2019 and held it in 2 quarters. The position peaked at $1K in Q2 2020. 246 funds tracked by Wall St. Rank hold PDCO as of Q3 2020.

  • Evoke Wealth reported no remaining Patterson Companies, Inc. position as of Q3 2020 after selling out during the quarter.
  • Evoke Wealth sold 56 Patterson Companies, Inc. shares in Q3 2020, an estimated $1K.
  • Evoke Wealth first reported a position in Patterson Companies, Inc. in Q4 2019 and held it in 2 quarters.
  • Evoke Wealth's Patterson Companies, Inc. position peaked at $1K in Q2 2020.
  • 246 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q3 2020.

Based on Evoke Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.