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Turtle Creek Wealth Advisors’s Patterson-UTI PTEN Stock Holding History

Turtle Creek Wealth Advisors’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
Q1 		– Sell
-50
Closed -$540 – 666
2023
Q4 		$540 Buy
+50
New +$608 ﹤0.01% 837

Other funds holding PTEN

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Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Turtle Creek Wealth Advisors's PTEN Position: Q1 2024 in Review

Turtle Creek Wealth Advisors sold out of Patterson-UTI (PTEN) in Q1 2024, closing a stake of 50 shares — an estimated $540 sold.

Turtle Creek Wealth Advisors first reported a position in PTEN in Q4 2023 and held it in 1 quarter. The position peaked at $540 in Q4 2023. 368 funds tracked by Wall St. Rank hold PTEN as of Q1 2024.

  • Turtle Creek Wealth Advisors reported no remaining Patterson-UTI position as of Q1 2024 after selling out during the quarter.
  • Turtle Creek Wealth Advisors sold 50 Patterson-UTI shares in Q1 2024, an estimated $540.
  • Turtle Creek Wealth Advisors first reported a position in Patterson-UTI in Q4 2023 and held it in 1 quarter.
  • Turtle Creek Wealth Advisors's Patterson-UTI position peaked at $540 in Q4 2023.
  • 368 funds tracked by Wall St. Rank held Patterson-UTI as of Q1 2024.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.