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MPS Loria Financial Planners’s Patterson-UTI PTEN Stock Holding History

MPS Loria Financial Planners’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
-100
Closed – – 460
2021
Q1 		$0 Hold
100
– – ﹤0.01% 627
2020
Q4 		$1K Hold
100
– – ﹤0.01% 570
2020
Q3 		$0 Hold
100
– – ﹤0.01% 342
2020
Q2 		$0 Buy
+100
New +$345 ﹤0.01% 342
2017
Q3 		– Sell
-100
Closed -$2K – 275
2017
Q2 		$2K Buy
+100
New +$2.18K ﹤0.01% 360

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
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 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
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
JIM
JB Investments Management Phoenixville, Pennsylvania $763M AUM 110.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
KBG
Kahn Brothers Group New York $633M AUM 39.01% 1-Year Est. Return

MPS Loria Financial Planners's PTEN Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Patterson-UTI (PTEN) in Q2 2021, closing a stake of 100 shares.

MPS Loria Financial Planners first reported a position in PTEN in Q2 2017 and held it in 5 quarters. The position peaked at $2K in Q2 2017. 214 funds tracked by Wall St. Rank hold PTEN as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Patterson-UTI position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 100 Patterson-UTI shares in Q2 2021.
  • MPS Loria Financial Planners first reported a position in Patterson-UTI in Q2 2017 and held it in 5 quarters.
  • MPS Loria Financial Planners's Patterson-UTI position peaked at $2K in Q2 2017.
  • 214 funds tracked by Wall St. Rank held Patterson-UTI as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.