RPWA
PDCO

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

Regent Peak 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
2021
Q1 		– Sell
-17
Closed -$1K – 1052
2020
Q4 		$1K Buy
+17
New +$482 ﹤0.01% 1023

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Dimensional Fund Advisors
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State Street
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Victory Capital Management
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Wells Fargo
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Northern Trust
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Regent Peak Wealth Advisors's PDCO Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Patterson Companies, Inc. (PDCO) in Q1 2021, closing a stake of 17 shares — an estimated $1K sold.

Regent Peak Wealth Advisors first reported a position in PDCO in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 276 funds tracked by Wall St. Rank hold PDCO as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Patterson Companies, Inc. position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 17 Patterson Companies, Inc. shares in Q1 2021, an estimated $1K.
  • Regent Peak Wealth Advisors first reported a position in Patterson Companies, Inc. in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Patterson Companies, Inc. position peaked at $1K in Q4 2020.
  • 276 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.