WR Wealth Planners’s Patterson-UTI PTEN Stock Holding History

WR Wealth Planners’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 Q4	$526	Buy	64 +1	+2%	+$8	﹤0.01%	981
2024 Q3	$482	Buy	63 +1	+2%	+$9	﹤0.01%	1034
2024 Q2	$647	Hold	62	–	–	﹤0.01%	999
2024 Q1	$739	Buy	+62	New	+$689	﹤0.01%	1001
2023 Q4	–	Sell	-61	Closed	-$845	–	683
2023 Q3	$845	Hold	61	–	–	﹤0.01%	840
2023 Q2	$727	Buy	61 +1	+2%	+$11	﹤0.01%	839
2023 Q1	$706	Hold	60	–	–	﹤0.01%	850
2022 Q4	$1.01K	Hold	60	–	–	﹤0.01%	430
2022 Q3	$696	Buy	60 +1	+2%	+$14	﹤0.01%	434
2022 Q2	$937	Hold	59	–	–	﹤0.01%	458
2022 Q1	$918	Buy	+59	New	+$745	﹤0.01%	464

Other funds holding PTEN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AIM

ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

WR Wealth Planners's PTEN Position: Q4 2024 in Review

WR Wealth Planners increased its Patterson-UTI (PTEN) stake by 1.6% in Q4 2024, buying an estimated $8 and bringing the position to 64 shares worth $526. The position accounts for ﹤0.01% of the portfolio, ranked #981.

WR Wealth Planners first reported a position in PTEN in Q1 2022 and has held it in 11 quarters since. The position peaked at $1.01K in Q4 2022. 365 funds tracked by Wall St. Rank hold PTEN as of Q4 2024.

WR Wealth Planners held 64 shares of Patterson-UTI worth $526 as of Q4 2024.
WR Wealth Planners bought 1 Patterson-UTI share in Q4 2024, an estimated $8.
Patterson-UTI made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #981 holding.
WR Wealth Planners first reported a position in Patterson-UTI in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's Patterson-UTI position peaked at $1.01K in Q4 2022.
365 funds tracked by Wall St. Rank held Patterson-UTI as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.