Prestige Wealth Management Group’s Patterson Companies, Inc. PDCO Stock Holding History

Prestige Wealth Management Group’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
2024 Q2	–	Sell	-11	Closed	-$305	–	1037
2024 Q1	$305	Hold	11	–	–	﹤0.01%	988
2023 Q4	$313	Sell	11 -77	-88%	-$2.27K	﹤0.01%	991
2023 Q3	$2.61K	Hold	88	–	–	﹤0.01%	691
2023 Q2	$2.93K	Sell	88 -96	-52%	-$2.65K	﹤0.01%	701
2023 Q1	$4.93K	Hold	184	–	–	﹤0.01%	577
2022 Q4	$5.16K	Hold	184	–	–	﹤0.01%	609
2022 Q3	$4K	Hold	184	–	–	﹤0.01%	636
2022 Q2	$6K	Hold	184	–	–	﹤0.01%	561
2022 Q1	$6K	Sell	184 -53	-22%	-$1.57K	﹤0.01%	582
2021 Q4	$7K	Sell	237 -10	-4%	-$313	﹤0.01%	573
2021 Q3	$7K	Hold	247	–	–	﹤0.01%	574
2021 Q2	$8K	Hold	247	–	–	﹤0.01%	538
2021 Q1	$8K	Hold	247	–	–	﹤0.01%	536
2020 Q4	$7K	Buy	+247	New	+$7K	﹤0.01%	523

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

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

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

RRAM

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Prestige Wealth Management Group's PDCO Position: Q2 2024 in Review

Prestige Wealth Management Group sold out of Patterson Companies, Inc. (PDCO) in Q2 2024, closing a stake of 11 shares — an estimated $305 sold.

Prestige Wealth Management Group first reported a position in PDCO in Q4 2020 and held it in 14 quarters. The position peaked at $8K in Q2 2021. 315 funds tracked by Wall St. Rank hold PDCO as of Q2 2024.

Prestige Wealth Management Group reported no remaining Patterson Companies, Inc. position as of Q2 2024 after selling out during the quarter.
Prestige Wealth Management Group sold 11 Patterson Companies, Inc. shares in Q2 2024, an estimated $305.
Prestige Wealth Management Group first reported a position in Patterson Companies, Inc. in Q4 2020 and held it in 14 quarters.
Prestige Wealth Management Group's Patterson Companies, Inc. position peaked at $8K in Q2 2021.
315 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q2 2024.

Based on Prestige Wealth Management Group's 13F filing for Q2 2024, filed 6 Aug 2024.