One Wealth Advisors’s Patterson Companies, Inc. PDCO Stock Holding History

One Wealth Advisors’s Portfolio PDCO Stock Details PDCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-1,482	Closed	-$41.5K	–	621
2022 Q4	$41.5K	Buy	+1,482	New	+$40.9K	0.01%	444
2019 Q2	–	Sell	-1,511	Closed	-$33K	–	499
2019 Q1	$33K	Buy	+1,511	New	+$33.5K	0.03%	246
2018 Q4	–	Sell	-1,452	Closed	-$36K	–	496
2018 Q3	$36K	Hold	1,452	–	–	0.03%	284
2018 Q2	$33K	Sell	1,452 -13	-0.9%	-$293	0.03%	284
2018 Q1	$33K	Hold	1,465	–	–	0.03%	274
2017 Q4	$53K	Buy	+1,465	New	+$53.5K	0.04%	270

Other funds holding PDCO

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

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

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

One Wealth Advisors's PDCO Position: Q1 2023 in Review

One Wealth Advisors sold out of Patterson Companies, Inc. (PDCO) in Q1 2023, closing a stake of 1,482 shares — an estimated $41.5K sold.

One Wealth Advisors first reported a position in PDCO in Q4 2017 and held it in 6 quarters. The position peaked at $53K in Q4 2017. 300 funds tracked by Wall St. Rank hold PDCO as of Q1 2023.

One Wealth Advisors reported no remaining Patterson Companies, Inc. position as of Q1 2023 after selling out during the quarter.
One Wealth Advisors sold 1,482 Patterson Companies, Inc. shares in Q1 2023, an estimated $41.5K.
One Wealth Advisors first reported a position in Patterson Companies, Inc. in Q4 2017 and held it in 6 quarters.
One Wealth Advisors's Patterson Companies, Inc. position peaked at $53K in Q4 2017.
300 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.