Halpern Financial’s Patterson-UTI PTEN Stock Holding History

Halpern Financial’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
2022 Q3	–	Sell	-173	Closed	-$2.73K	–	293
2022 Q2	$2.73K	Buy	+173	New	+$2.9K	﹤0.01%	214

Other funds holding PTEN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ACM

Anomaly Capital Management New York $1.65B AUM 26.47% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Halpern Financial's PTEN Position: Q3 2022 in Review

Halpern Financial sold out of Patterson-UTI (PTEN) in Q3 2022, closing a stake of 173 shares — an estimated $2.73K sold.

Halpern Financial first reported a position in PTEN in Q2 2022 and held it in 1 quarter. The position peaked at $2.73K in Q2 2022. 285 funds tracked by Wall St. Rank hold PTEN as of Q3 2022.

Halpern Financial reported no remaining Patterson-UTI position as of Q3 2022 after selling out during the quarter.
Halpern Financial sold 173 Patterson-UTI shares in Q3 2022, an estimated $2.73K.
Halpern Financial first reported a position in Patterson-UTI in Q2 2022 and held it in 1 quarter.
Halpern Financial's Patterson-UTI position peaked at $2.73K in Q2 2022.
285 funds tracked by Wall St. Rank held Patterson-UTI as of Q3 2022.

Based on Halpern Financial's 13F filing for Q3 2022, filed 21 Sep 2023.