Sequoia Financial Advisors’s Patterson-UTI PTEN Stock Holding History

Sequoia Financial 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
2026 Q1	$116K	Buy	+10,689	New	+$91.5K	﹤0.01%	1843
2025 Q2	–	Sell	-36,561	Closed	-$301K	–	1631
2025 Q1	$301K	Buy	36,561 +4,691	+15%	+$39.4K	﹤0.01%	1060
2024 Q4	$263K	Buy	31,870 +12,322	+63%	+$98.8K	﹤0.01%	1075
2024 Q3	$150K	Buy	19,548 +1,879	+11%	+$17.3K	﹤0.01%	1196
2024 Q2	$183K	Sell	17,669 -1,814	-9%	-$19.9K	﹤0.01%	1114
2024 Q1	$233K	Sell	19,483 -14,425	-43%	-$160K	﹤0.01%	980
2023 Q4	$366K	Buy	33,908 +20,996	+163%	+$255K	﹤0.01%	849
2023 Q3	$179K	Buy	+12,912	New	+$189K	﹤0.01%	876

Other funds holding PTEN

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Sourcerock Group Denver, Colorado $2.38B AUM 72.25% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return