TWD
PDCO

True Wealth Design’s Patterson Companies, Inc. PDCO Stock Holding History

True Wealth Design’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
2024
Q4 		– Sell
-193
Closed -$4.22K – 1540
2024
Q3 		$4.22K Buy
+193
New +$4.56K ﹤0.01% 599

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

True Wealth Design's PDCO Position: Q4 2024 in Review

True Wealth Design sold out of Patterson Companies, Inc. (PDCO) in Q4 2024, closing a stake of 193 shares — an estimated $4.22K sold.

True Wealth Design first reported a position in PDCO in Q3 2024 and held it in 1 quarter. The position peaked at $4.22K in Q3 2024. 308 funds tracked by Wall St. Rank hold PDCO as of Q4 2024.

  • True Wealth Design reported no remaining Patterson Companies, Inc. position as of Q4 2024 after selling out during the quarter.
  • True Wealth Design sold 193 Patterson Companies, Inc. shares in Q4 2024, an estimated $4.22K.
  • True Wealth Design first reported a position in Patterson Companies, Inc. in Q3 2024 and held it in 1 quarter.
  • True Wealth Design's Patterson Companies, Inc. position peaked at $4.22K in Q3 2024.
  • 308 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q4 2024.

Based on True Wealth Design's 13F filing for Q4 2024, filed 14 Feb 2025.