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

TCI 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 Q2	–	Sell	-744	Closed	-$19.9K	–	2344
2023 Q1	$19.9K	Hold	744	–	–	﹤0.01%	707
2022 Q4	$20.9K	Sell	744 -168	-18%	-$4.64K	﹤0.01%	685
2022 Q3	$22K	Buy	912 +629	+222%	+$18K	﹤0.01%	628
2022 Q2	$9K	Hold	283	–	–	﹤0.01%	1117
2022 Q1	$9K	Buy	283 +161	+132%	+$4.78K	﹤0.01%	1208
2021 Q4	$4K	Sell	122 -227	-65%	-$7.11K	﹤0.01%	1931
2021 Q3	$11K	Buy	349 +108	+45%	+$3.28K	﹤0.01%	1070
2021 Q2	$7K	Buy	241 +59	+32%	+$1.99K	﹤0.01%	1253
2021 Q1	$6K	Sell	182 -53	-23%	-$1.69K	﹤0.01%	1187
2020 Q4	$7K	Buy	235 +135	+135%	+$3.82K	﹤0.01%	781
2020 Q3	$2K	Hold	100	–	–	﹤0.01%	1209
2020 Q2	$2K	Hold	100	–	–	﹤0.01%	1154
2020 Q1	$2K	Hold	100	–	–	﹤0.01%	1131
2019 Q4	$2K	Hold	100	–	–	﹤0.01%	1236
2019 Q3	$2K	Hold	100	–	–	﹤0.01%	1176
2019 Q2	$2K	Buy	+100	New	+$2.22K	﹤0.01%	1091
2018 Q3	–	Sell	-33	Closed	-$1K	–	1610
2018 Q2	$1K	Buy	+33	New	+$743	﹤0.01%	1408
2017 Q4	–	Sell	-19	Closed	-$1K	–	1429
2017 Q3	$1K	Hold	19	–	–	﹤0.01%	1226
2017 Q2	$1K	Hold	19	–	–	﹤0.01%	1248
2017 Q1	$1K	Buy	+19	New	+$824	﹤0.01%	1193

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 $8.99B AUM 12.83% 1-Year Est. Return

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

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

WHG

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

TCI Wealth Advisors's PDCO Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Patterson Companies, Inc. (PDCO) in Q2 2023, closing a stake of 744 shares — an estimated $19.9K sold.

TCI Wealth Advisors first reported a position in PDCO in Q1 2017 and held it in 20 quarters. The position peaked at $22K in Q3 2022. 329 funds tracked by Wall St. Rank hold PDCO as of Q2 2023.

TCI Wealth Advisors reported no remaining Patterson Companies, Inc. position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 744 Patterson Companies, Inc. shares in Q2 2023, an estimated $19.9K.
TCI Wealth Advisors first reported a position in Patterson Companies, Inc. in Q1 2017 and held it in 20 quarters.
TCI Wealth Advisors's Patterson Companies, Inc. position peaked at $22K in Q3 2022.
329 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.