WAM
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Wealthspire Advisors (Maryland)’s Patterson-UTI PTEN Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-452
Closed -$6K – 1633
2019
Q1 		$6K Sell
452
-3
-0.7% -$39 ﹤0.01% 1764
2018
Q4 		$5K Buy
455
+232
+104% +$3.42K ﹤0.01% 1749
2018
Q3 		$4K Buy
223
+87
+64% +$1.49K ﹤0.01% 1923
2018
Q2 		$2K Sell
136
-131
-49% -$2.63K ﹤0.01% 2187
2018
Q1 		$5K Buy
267
+212
+385% +$4.43K ﹤0.01% 1826
2017
Q4 		$1K Buy
55
+12
+28% +$249 ﹤0.01% 2324
2017
Q3 		$1K Sell
43
-99
-70% -$1.82K ﹤0.01% 2132
2017
Q2 		$3K Buy
142
+124
+689% +$2.7K ﹤0.01% 1906
2017
Q1 		$0 Buy
+18
New +$485 ﹤0.01% 1997
2016
Q1 		– Sell
-84
Closed -$1K – 1819
2015
Q4 		$1K Buy
+84
New +$1.29K ﹤0.01% 1644

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return