SWA
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Sutton Wealth Advisors’s Patterson-UTI PTEN Stock Holding History

Sutton Wealth 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
2023
Q1 		– Sell
-2,203
Closed -$37.1K – 1384
2022
Q4 		$37.1K Hold
2,203
– – 0.01% 476
2022
Q3 		$25.7K Buy
2,203
+26
+1% +$372 0.01% 581
2022
Q2 		$34.3K Buy
2,177
+6
+0.3% +$101 0.01% 492
2022
Q1 		$33.6K Buy
2,171
+255
+13% +$3.22K 0.01% 533
2021
Q4 		$16.2K Sell
1,916
-87
-4% -$750 0.01% 774
2021
Q3 		$18K Buy
2,003
+87
+5% +$704 0.01% 728
2021
Q2 		$19K Hold
1,916
– – 0.01% 723
2021
Q1 		$13.7K Buy
+1,916
New +$13.5K 0.01% 784
2020
Q4 		– Sell
-5,980
Closed -$17K – 1246
2020
Q3 		$17K Buy
+5,980
New +$22K 0.01% 589

Other funds holding PTEN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return