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

Ropes 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
2020 Q2	–	Sell	-160	Closed	-$2K	–	618
2020 Q1	$2K	Buy	+160	New	+$3.46K	﹤0.01%	508
2017 Q2	–	Sell	-9	Closed	–	–	592
2017 Q1	$0	Buy	+9	New	+$391	﹤0.01%	569
2016 Q2	–	Sell	-40	Closed	-$2K	–	536
2016 Q1	$2K	Buy	40 +16	+67%	+$693	﹤0.01%	394
2015 Q4	$1K	Buy	+24	New	+$1.1K	﹤0.01%	458

Other funds holding PDCO

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Ropes Wealth Advisors's PDCO Position: Q2 2020 in Review

Ropes Wealth Advisors sold out of Patterson Companies, Inc. (PDCO) in Q2 2020, closing a stake of 160 shares — an estimated $2K sold.

Ropes Wealth Advisors first reported a position in PDCO in Q4 2015 and held it in 4 quarters. The position peaked at $2K in Q1 2020. 250 funds tracked by Wall St. Rank hold PDCO as of Q2 2020.

Ropes Wealth Advisors reported no remaining Patterson Companies, Inc. position as of Q2 2020 after selling out during the quarter.
Ropes Wealth Advisors sold 160 Patterson Companies, Inc. shares in Q2 2020, an estimated $2K.
Ropes Wealth Advisors first reported a position in Patterson Companies, Inc. in Q4 2015 and held it in 4 quarters.
Ropes Wealth Advisors's Patterson Companies, Inc. position peaked at $2K in Q1 2020.
250 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q2 2020.

Based on Ropes Wealth Advisors's 13F filing for Q2 2020, filed 20 Jul 2020.