Financial Gravity Asset Management’s Patterson Companies, Inc. PDCO Stock Holding History

Financial Gravity Asset 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	-92	Closed	-$30K	–	1022
2021 Q2	$30K	Buy	+92	New	+$3.1K	0.01%	716
2019 Q4	–	Sell	-21	Closed	–	–	1735
2019 Q3	$0	Sell	21 -439	-95%	-$8.2K	﹤0.01%	1600
2019 Q2	$11K	Sell	460 -1,748	-79%	-$38.8K	0.01%	585
2019 Q1	$49K	Buy	+2,208	New	+$48.9K	0.04%	323
2018 Q3	$0	Sell	12 -1,994	-99%	-$47.3K	﹤0.01%	1658
2018 Q2	$45K	Buy	2,006 +95	+5%	+$2.14K	0.04%	356
2018 Q1	$44K	Buy	+1,911	New	+$59.5K	0.05%	347

Other funds holding PDCO

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Financial Gravity Asset Management's PDCO Position: Q3 2021 in Review

Financial Gravity Asset Management sold out of Patterson Companies, Inc. (PDCO) in Q3 2021, closing a stake of 92 shares — an estimated $30K sold.

Financial Gravity Asset Management first reported a position in PDCO in Q1 2018 and held it in 7 quarters. The position peaked at $49K in Q1 2019. 259 funds tracked by Wall St. Rank hold PDCO as of Q3 2021.

Financial Gravity Asset Management reported no remaining Patterson Companies, Inc. position as of Q3 2021 after selling out during the quarter.
Financial Gravity Asset Management sold 92 Patterson Companies, Inc. shares in Q3 2021, an estimated $30K.
Financial Gravity Asset Management first reported a position in Patterson Companies, Inc. in Q1 2018 and held it in 7 quarters.
Financial Gravity Asset Management's Patterson Companies, Inc. position peaked at $49K in Q1 2019.
259 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q3 2021.

Based on Financial Gravity Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.