RA
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Rise Advisors’s Patterson-UTI PTEN Stock Holding History

Rise Advisors’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
2025
Q4 		– Sell
-1,556
Closed -$8.06K – 1114
2025
Q3 		$8.06K Buy
1,556
+22
+1% +$126 ﹤0.01% 1081
2025
Q2 		$9.1K Buy
1,534
+19
+1% +$114 ﹤0.01% 1037
2025
Q1 		$12.5K Buy
1,515
+483
+47% +$4.05K 0.01% 833
2024
Q4 		$8.52K Sell
1,032
-129
-11% -$1.03K ﹤0.01% 1009
2024
Q3 		$8.88K Buy
1,161
+11
+1% +$101 ﹤0.01% 1024
2024
Q2 		$11.9K Buy
1,150
+10
+0.9% +$110 0.01% 940
2024
Q1 		$13.6K Buy
1,140
+1,003
+732% +$11.1K 0.01% 918
2023
Q4 		$1.48K Buy
137
+1
+0.7% +$12 ﹤0.01% 486
2023
Q3 		$1.88K Buy
+136
New +$1.99K ﹤0.01% 476

Other funds holding PTEN

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SG
Sourcerock Group Denver, Colorado $2.38B AUM 72.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return