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Founders Financial Alliance’s Patterson-UTI PTEN Stock Holding History

Founders Financial Alliance’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
2020
Q4 		– Sell
-1,000
Closed -$3K – 1042
2020
Q3 		$3K Buy
+1,000
New +$3.68K ﹤0.01% 1149

Other funds holding PTEN

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
JIM
JB Investments Management Phoenixville, Pennsylvania $763M AUM 110.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KBG
Kahn Brothers Group New York $564M AUM 25.3% 1-Year Est. Return

Founders Financial Alliance's PTEN Position: Q4 2020 in Review

Founders Financial Alliance sold out of Patterson-UTI (PTEN) in Q4 2020, closing a stake of 1,000 shares — an estimated $3K sold.

Founders Financial Alliance first reported a position in PTEN in Q3 2020 and held it in 1 quarter. The position peaked at $3K in Q3 2020. 233 funds tracked by Wall St. Rank hold PTEN as of Q4 2020.

  • Founders Financial Alliance reported no remaining Patterson-UTI position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Alliance sold 1,000 Patterson-UTI shares in Q4 2020, an estimated $3K.
  • Founders Financial Alliance first reported a position in Patterson-UTI in Q3 2020 and held it in 1 quarter.
  • Founders Financial Alliance's Patterson-UTI position peaked at $3K in Q3 2020.
  • 233 funds tracked by Wall St. Rank held Patterson-UTI as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.