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Triad Wealth Partners’s Patterson-UTI PTEN Stock Holding History

Triad Wealth Partners’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
2024
Q3 		– Sell
-1,000
Closed -$10.4K – 691
2024
Q2 		$10.4K Buy
+1,000
New +$11K 0.01% 448

Other funds holding PTEN

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Triad Wealth Partners's PTEN Position: Q3 2024 in Review

Triad Wealth Partners sold out of Patterson-UTI (PTEN) in Q3 2024, closing a stake of 1,000 shares — an estimated $10.4K sold.

Triad Wealth Partners first reported a position in PTEN in Q2 2024 and held it in 1 quarter. The position peaked at $10.4K in Q2 2024. 366 funds tracked by Wall St. Rank hold PTEN as of Q3 2024.

  • Triad Wealth Partners reported no remaining Patterson-UTI position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 1,000 Patterson-UTI shares in Q3 2024, an estimated $10.4K.
  • Triad Wealth Partners first reported a position in Patterson-UTI in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Patterson-UTI position peaked at $10.4K in Q2 2024.
  • 366 funds tracked by Wall St. Rank held Patterson-UTI as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.