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Wipfli Financial Advisors’s Patterson-UTI PTEN Stock Holding History

Wipfli 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
2022
Q3 		$170K Buy
+14,523
New +$208K 0.01% 501

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
ACM
Anomaly Capital Management New York $1.65B AUM 26.47% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wipfli Financial Advisors's PTEN Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Patterson-UTI (PTEN) in Q3 2022: 14,523 shares worth $170K. The stake represents 0.01% of the portfolio and ranks #501 among its holdings.

285 funds tracked by Wall St. Rank hold PTEN as of Q3 2022.

  • Wipfli Financial Advisors held 14,523 shares of Patterson-UTI worth $170K as of Q3 2022.
  • Patterson-UTI was a new Wipfli Financial Advisors position in Q3 2022.
  • Patterson-UTI made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #501 holding.
  • 285 funds tracked by Wall St. Rank held Patterson-UTI as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.