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United Capital Financial Advisors’s Patterson-UTI PTEN Stock Holding History

United Capital Financial 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
-13,609
Closed -$147K – 1113
2023
Q4 		$147K Buy
+13,609
New +$165K ﹤0.01% 1023

Other funds holding PTEN

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
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

United Capital Financial Advisors's PTEN Position: Q1 2024 in Review

United Capital Financial Advisors sold out of Patterson-UTI (PTEN) in Q1 2024, closing a stake of 13,609 shares — an estimated $147K sold.

United Capital Financial Advisors first reported a position in PTEN in Q4 2023 and held it in 1 quarter. The position peaked at $147K in Q4 2023. 368 funds tracked by Wall St. Rank hold PTEN as of Q1 2024.

  • United Capital Financial Advisors reported no remaining Patterson-UTI position as of Q1 2024 after selling out during the quarter.
  • United Capital Financial Advisors sold 13,609 Patterson-UTI shares in Q1 2024, an estimated $147K.
  • United Capital Financial Advisors first reported a position in Patterson-UTI in Q4 2023 and held it in 1 quarter.
  • United Capital Financial Advisors's Patterson-UTI position peaked at $147K in Q4 2023.
  • 368 funds tracked by Wall St. Rank held Patterson-UTI as of Q1 2024.

Based on United Capital Financial Advisors's 13F filing for Q1 2024, filed 15 May 2024.