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Personal CFO Solutions’s Patterson-UTI PTEN Stock Holding History

Personal CFO Solutions’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
2020
Q3 		– Sell
-13,611
Closed -$47K – 291
2020
Q2 		$47K Buy
+13,611
New +$46.9K 0.01% 305

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
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
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Personal CFO Solutions's PTEN Position: Q3 2020 in Review

Personal CFO Solutions sold out of Patterson-UTI (PTEN) in Q3 2020, closing a stake of 13,611 shares — an estimated $47K sold.

Personal CFO Solutions first reported a position in PTEN in Q2 2020 and held it in 1 quarter. The position peaked at $47K in Q2 2020. 225 funds tracked by Wall St. Rank hold PTEN as of Q3 2020.

  • Personal CFO Solutions reported no remaining Patterson-UTI position as of Q3 2020 after selling out during the quarter.
  • Personal CFO Solutions sold 13,611 Patterson-UTI shares in Q3 2020, an estimated $47K.
  • Personal CFO Solutions first reported a position in Patterson-UTI in Q2 2020 and held it in 1 quarter.
  • Personal CFO Solutions's Patterson-UTI position peaked at $47K in Q2 2020.
  • 225 funds tracked by Wall St. Rank held Patterson-UTI as of Q3 2020.

Based on Personal CFO Solutions's 13F filing for Q3 2020, filed 2 Nov 2020.