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

Meridian Wealth Partners’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
2021
Q2 		– Sell
-118
Closed -$1K – 966
2021
Q1 		$1K Buy
+118
New +$832 ﹤0.01% 1231

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Macquarie Group
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Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Meridian Wealth Partners's PTEN Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Patterson-UTI (PTEN) in Q2 2021, closing a stake of 118 shares — an estimated $1K sold.

Meridian Wealth Partners first reported a position in PTEN in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 214 funds tracked by Wall St. Rank hold PTEN as of Q2 2021.

  • Meridian Wealth Partners reported no remaining Patterson-UTI position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 118 Patterson-UTI shares in Q2 2021, an estimated $1K.
  • Meridian Wealth Partners first reported a position in Patterson-UTI in Q1 2021 and held it in 1 quarter.
  • Meridian Wealth Partners's Patterson-UTI position peaked at $1K in Q1 2021.
  • 214 funds tracked by Wall St. Rank held Patterson-UTI as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.