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  Name: PATTEN & PATTEN INC/TN
  City: CHATTANOOGA
  State: TN
  Zip: 37403
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $1,217,954,000
  Total Value Change : $79,503,000
  Securities Held Change : 8
   
All Securities Held : 286
  New Positions :
  Closed Positions :
  Increased Positions :
  Unchanged Positions :
  Decreased Positions :

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 9     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (ATVI)1 Year Chart         ATVI Activision Blizzard Inc Closed $94.42 $0 0 0% -532,000 -5,677 0    Multimedia & Graphics...
   (VTEB)1 Year Chart         VTEB Vanguard Tax Exempt Bond Etf Closed $49.85 $0 0 0% -219,000 -4,546 0    N/A
   (LUV)1 Year Chart         LUV Southwest Airlines Co Closed $26.41 $0 0 0% -345,000 -12,739 0    Regional Airlines
   (TOL)1 Year Chart         TOL Toll Brothers Inc Closed $121.24 $0 0 0% -316,000 -4,270 0    Residential Construct...
   (GXO)1 Year Chart         GXO Gxo Logistics, Inc. Closed $50.24 $0 0 0% -299,000 -5,100 0    N/A
   (ADSK)1 Year Chart         ADSK Autodesk Inc Closed $209.95 $0 0 0% -342,000 -1,654 0    Technical & System So...
   (KMX)1 Year Chart         KMX CarMax Inc Closed $68.04 $0 0 0% -328,000 -4,635 0    Auto Dealerships
   (LHX)1 Year Chart         LHX L3harris Technologies Inc Closed $211.34 $0 0 0% -218,000 -1,253 0    Communication Equipment
   (EFA)1 Year Chart         EFA iShares TR MSCI EAFE Indx FD Closed $78.14 $0 0 0% -232,000 -3,366 0    Closed - End Fund - E...

      9 Records Found
  1    
Page 1 of 1
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