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TD Private Client Wealth’s Patterson-UTI PTEN Stock Holding History

TD Private Client Wealth’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
2020
Q2 		– Sell
-408
Closed -$959 – 1152
2020
Q1 		$959 Buy
408
+63
+18% +$408 ﹤0.01% 937
2019
Q4 		$3.62K Buy
+345
New +$3.12K ﹤0.01% 848

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
KBG
Kahn Brothers Group New York $564M AUM 25.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

TD Private Client Wealth's PTEN Position: Q2 2020 in Review

TD Private Client Wealth sold out of Patterson-UTI (PTEN) in Q2 2020, closing a stake of 408 shares — an estimated $959 sold.

TD Private Client Wealth first reported a position in PTEN in Q4 2019 and held it in 2 quarters. The position peaked at $3.62K in Q4 2019. 233 funds tracked by Wall St. Rank hold PTEN as of Q2 2020.

  • TD Private Client Wealth reported no remaining Patterson-UTI position as of Q2 2020 after selling out during the quarter.
  • TD Private Client Wealth sold 408 Patterson-UTI shares in Q2 2020, an estimated $959.
  • TD Private Client Wealth first reported a position in Patterson-UTI in Q4 2019 and held it in 2 quarters.
  • TD Private Client Wealth's Patterson-UTI position peaked at $3.62K in Q4 2019.
  • 233 funds tracked by Wall St. Rank held Patterson-UTI as of Q2 2020.

Based on TD Private Client Wealth's 13F filing for Q2 2020, filed 16 Aug 2024.