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

Meridian 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
2019
Q1 		– Sell
-1,000
Closed -$10K – 331
2018
Q4 		$10K Buy
+1,000
New +$14.7K 0.01% 402

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Meridian Wealth Advisors's PTEN Position: Q1 2019 in Review

Meridian Wealth Advisors sold out of Patterson-UTI (PTEN) in Q1 2019, closing a stake of 1,000 shares — an estimated $10K sold.

Meridian Wealth Advisors first reported a position in PTEN in Q4 2018 and held it in 1 quarter. The position peaked at $10K in Q4 2018. 303 funds tracked by Wall St. Rank hold PTEN as of Q1 2019.

  • Meridian Wealth Advisors reported no remaining Patterson-UTI position as of Q1 2019 after selling out during the quarter.
  • Meridian Wealth Advisors sold 1,000 Patterson-UTI shares in Q1 2019, an estimated $10K.
  • Meridian Wealth Advisors first reported a position in Patterson-UTI in Q4 2018 and held it in 1 quarter.
  • Meridian Wealth Advisors's Patterson-UTI position peaked at $10K in Q4 2018.
  • 303 funds tracked by Wall St. Rank held Patterson-UTI as of Q1 2019.

Based on Meridian Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.