TWP
PDCO

TFO Wealth Partners’s Patterson Companies, Inc. PDCO Stock Holding History

TFO Wealth Partners’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
-2
Closed -$582 – 926
2022
Q4 		$582 Buy
+2
New +$55 ﹤0.01% 460

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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Nordea Investment Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TFO Wealth Partners's PDCO Position: Q1 2023 in Review

TFO Wealth Partners sold out of Patterson Companies, Inc. (PDCO) in Q1 2023, closing a stake of 2 shares — an estimated $582 sold.

TFO Wealth Partners first reported a position in PDCO in Q4 2022 and held it in 1 quarter. The position peaked at $582 in Q4 2022. 300 funds tracked by Wall St. Rank hold PDCO as of Q1 2023.

  • TFO Wealth Partners reported no remaining Patterson Companies, Inc. position as of Q1 2023 after selling out during the quarter.
  • TFO Wealth Partners sold 2 Patterson Companies, Inc. shares in Q1 2023, an estimated $582.
  • TFO Wealth Partners first reported a position in Patterson Companies, Inc. in Q4 2022 and held it in 1 quarter.
  • TFO Wealth Partners's Patterson Companies, Inc. position peaked at $582 in Q4 2022.
  • 300 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q1 2023.

Based on TFO Wealth Partners's 13F filing for Q1 2023, filed 3 May 2023.