Tradition Wealth Management’s Patterson Companies, Inc. PDCO Stock Holding History

Tradition Wealth Management’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
2022 Q3	–	Sell	-100	Closed	-$3K	–	1221
2022 Q2	$3K	Hold	100	–	–	﹤0.01%	1065
2022 Q1	$3K	Hold	100	–	–	﹤0.01%	1132
2021 Q4	$3K	Hold	100	–	–	﹤0.01%	1157
2021 Q3	$3K	Hold	100	–	–	﹤0.01%	1139
2021 Q2	$3K	Buy	+100	New	+$3.37K	﹤0.01%	1155
2021 Q1	–	Sell	-100	Closed	-$3K	–	1062
2020 Q4	$3K	Buy	+100	New	+$2.83K	﹤0.01%	916

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 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

WHG

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Tradition Wealth Management's PDCO Position: Q3 2022 in Review

Tradition Wealth Management sold out of Patterson Companies, Inc. (PDCO) in Q3 2022, closing a stake of 100 shares — an estimated $3K sold.

Tradition Wealth Management first reported a position in PDCO in Q4 2020 and held it in 6 quarters. The position peaked at $3K in Q2 2022. 269 funds tracked by Wall St. Rank hold PDCO as of Q3 2022.

Tradition Wealth Management reported no remaining Patterson Companies, Inc. position as of Q3 2022 after selling out during the quarter.
Tradition Wealth Management sold 100 Patterson Companies, Inc. shares in Q3 2022, an estimated $3K.
Tradition Wealth Management first reported a position in Patterson Companies, Inc. in Q4 2020 and held it in 6 quarters.
Tradition Wealth Management's Patterson Companies, Inc. position peaked at $3K in Q2 2022.
269 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q3 2022.

Based on Tradition Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.