JFS Wealth Advisors’s Patterson-UTI PTEN Stock Holding History

JFS Wealth 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
2026 Q2	$836	Buy	+91	New	+$1.01K	﹤0.01%	1849
2024 Q3	–	Sell	-16	Closed	-$166	–	2009
2024 Q2	$166	Sell	16 -2	-11%	-$22	﹤0.01%	1905
2024 Q1	$215	Sell	18 -89	-83%	-$989	﹤0.01%	1890
2023 Q4	$1.16K	Sell	107 -14	-12%	-$170	﹤0.01%	1621
2023 Q3	$1.68K	Buy	121 +74	+157%	+$1.08K	﹤0.01%	1433
2023 Q2	$563	Buy	47 +30	+176%	+$339	﹤0.01%	1738
2023 Q1	$199	Buy	17 +2	+13%	+$29	﹤0.01%	1831
2022 Q4	$253	Sell	15 -1	-6%	-$16	﹤0.01%	1816
2022 Q3	$0	Sell	16 -12	-43%	-$171	﹤0.01%	1888
2022 Q2	$0	Buy	+28	New	+$470	﹤0.01%	1898

Other funds holding PTEN

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return