Advisornet Financial’s Patrick Industries PATK Stock Holding History

Advisornet Financial’s Portfolio PATK Stock Details PATK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-3	Closed	-$201	–	2392
2023 Q4	$201	Hold	3	–	–	﹤0.01%	2297
2023 Q3	$150	Sell	3 -2	-40%	-$108	﹤0.01%	2177
2023 Q2	$240	Buy	5 +2	+67%	+$94	﹤0.01%	2196
2023 Q1	$138	Hold	3	–	–	﹤0.01%	2290
2022 Q4	$121	Buy	+3	New	+$104	﹤0.01%	2276
2020 Q4	–	Sell	-35	Closed	-$1K	–	1786
2020 Q3	$1K	Hold	35	–	–	﹤0.01%	1658
2020 Q2	$1K	Hold	35	–	–	﹤0.01%	1698
2020 Q1	$1K	Hold	35	–	–	﹤0.01%	1696
2019 Q4	$1K	Hold	35	–	–	﹤0.01%	1770
2019 Q3	$1K	Hold	35	–	–	﹤0.01%	1769
2019 Q2	$1K	Hold	35	–	–	﹤0.01%	1610
2019 Q1	$1K	Buy	+35	New	+$969	﹤0.01%	1522

Other funds holding PATK

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

Geode Capital Management

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

Loomis, Sayles & Company

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

American Century Companies

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