SWS
PDCO

SYSTM Wealth Solutions’s Patterson Companies, Inc. PDCO Stock Holding History

SYSTM Wealth Solutions’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
2024
Q2 		– Sell
-13,523
Closed -$374K – 995
2024
Q1 		$374K Sell
13,523
-103
-0.8% -$2.93K 0.05% 316
2023
Q4 		$388K Buy
13,626
+1,779
+15% +$52.4K 0.05% 296
2023
Q3 		$351K Buy
11,847
+394
+3% +$12.5K 0.05% 334
2023
Q2 		$381K Sell
11,453
-2,987
-21% -$82.3K 0.05% 355
2023
Q1 		$387K Sell
14,440
-2,857
-17% -$80.3K 0.06% 340
2022
Q4 		$485K Buy
+17,297
New +$477K 0.06% 347

Other funds holding PDCO

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

SYSTM Wealth Solutions's PDCO Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of Patterson Companies, Inc. (PDCO) in Q2 2024, closing a stake of 13,523 shares — an estimated $374K sold.

SYSTM Wealth Solutions first reported a position in PDCO in Q4 2022 and held it in 6 quarters. The position peaked at $485K in Q4 2022. 315 funds tracked by Wall St. Rank hold PDCO as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining Patterson Companies, Inc. position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 13,523 Patterson Companies, Inc. shares in Q2 2024, an estimated $374K.
  • SYSTM Wealth Solutions first reported a position in Patterson Companies, Inc. in Q4 2022 and held it in 6 quarters.
  • SYSTM Wealth Solutions's Patterson Companies, Inc. position peaked at $485K in Q4 2022.
  • 315 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.