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

Sutton 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
2023 Q1	–	Sell	-6	Closed	-$168	–	1607
2022 Q4	$168	Buy	+6	New	+$166	﹤0.01%	1602
2022 Q3	–	Sell	-11	Closed	-$333	–	1733
2022 Q2	$333	Hold	11	–	–	﹤0.01%	1530
2022 Q1	$356	Hold	11	–	–	﹤0.01%	1526
2021 Q4	$323	Buy	+11	New	+$344	﹤0.01%	1594
2019 Q3	–	Sell	-16	Closed	-$299	–	1223
2019 Q2	$366	Hold	16	–	–	﹤0.01%	1146
2019 Q1	$350	Hold	16	–	–	﹤0.01%	1153
2018 Q4	$315	Hold	16	–	–	﹤0.01%	1109
2018 Q3	$391	Sell	16 -1,933	-99%	-$45.8K	﹤0.01%	1101
2018 Q2	$44.2K	Hold	1,949	–	–	0.03%	319
2018 Q1	$43.3K	Hold	1,949	–	–	0.03%	306
2017 Q4	$70.4K	Hold	1,949	–	–	0.05%	220
2017 Q3	$75.3K	Hold	1,949	–	–	0.06%	213
2017 Q2	$91.5K	Hold	1,949	–	–	0.07%	202
2017 Q1	$88.2K	Hold	1,949	–	–	0.07%	196
2016 Q4	$80K	Hold	1,949	–	–	0.07%	197
2016 Q3	$89.5K	Hold	1,949	–	–	0.08%	192
2016 Q2	$93.3K	Hold	1,949	–	–	0.09%	183
2016 Q1	$90.7K	Buy	+1,949	New	+$84.4K	0.09%	190

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

RRAM

River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return

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

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Sutton Wealth Advisors's PDCO Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Patterson Companies, Inc. (PDCO) in Q1 2023, closing a stake of 6 shares — an estimated $168 sold.

Sutton Wealth Advisors first reported a position in PDCO in Q1 2016 and held it in 18 quarters. The position peaked at $93.3K in Q2 2016. 300 funds tracked by Wall St. Rank hold PDCO as of Q1 2023.

Sutton Wealth Advisors reported no remaining Patterson Companies, Inc. position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 6 Patterson Companies, Inc. shares in Q1 2023, an estimated $168.
Sutton Wealth Advisors first reported a position in Patterson Companies, Inc. in Q1 2016 and held it in 18 quarters.
Sutton Wealth Advisors's Patterson Companies, Inc. position peaked at $93.3K in Q2 2016.
300 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.