PWPS
PDCO

Pinnacle Wealth Planning Services’s Patterson Companies, Inc. PDCO Stock Holding History

Pinnacle Wealth Planning Services’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
2021
Q1 		– Sell
-7
Closed – – 2037
2020
Q4 		$0 Buy
+7
New +$198 ﹤0.01% 2322

Other funds holding PDCO

T. Rowe Price Associates
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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pinnacle Wealth Planning Services's PDCO Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of Patterson Companies, Inc. (PDCO) in Q1 2021, closing a stake of 7 shares.

Pinnacle Wealth Planning Services first reported a position in PDCO in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 276 funds tracked by Wall St. Rank hold PDCO as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Patterson Companies, Inc. position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 7 Patterson Companies, Inc. shares in Q1 2021.
  • Pinnacle Wealth Planning Services first reported a position in Patterson Companies, Inc. in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Patterson Companies, Inc. position peaked at $0 in Q4 2020.
  • 276 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.