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GHP Investment Advisors’s Patterson-UTI PTEN Stock Holding History

GHP Investment 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
2025
Q1 		– Sell
-432
Closed -$3.57K – 1019
2024
Q4 		$3.57K Buy
+432
New +$3.47K ﹤0.01% 849

Other funds holding PTEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GHP Investment Advisors's PTEN Position: Q1 2025 in Review

GHP Investment Advisors sold out of Patterson-UTI (PTEN) in Q1 2025, closing a stake of 432 shares — an estimated $3.57K sold.

GHP Investment Advisors first reported a position in PTEN in Q4 2024 and held it in 1 quarter. The position peaked at $3.57K in Q4 2024. 381 funds tracked by Wall St. Rank hold PTEN as of Q1 2025.

  • GHP Investment Advisors reported no remaining Patterson-UTI position as of Q1 2025 after selling out during the quarter.
  • GHP Investment Advisors sold 432 Patterson-UTI shares in Q1 2025, an estimated $3.57K.
  • GHP Investment Advisors first reported a position in Patterson-UTI in Q4 2024 and held it in 1 quarter.
  • GHP Investment Advisors's Patterson-UTI position peaked at $3.57K in Q4 2024.
  • 381 funds tracked by Wall St. Rank held Patterson-UTI as of Q1 2025.

Based on GHP Investment Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.