AF
PATK icon

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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $552B AUM 44.19% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Advisornet Financial's PATK Position: Q1 2024 in Review

Advisornet Financial sold out of Patrick Industries (PATK) in Q1 2024, closing a stake of 3 shares — an estimated $201 sold.

Advisornet Financial first reported a position in PATK in Q1 2019 and held it in 12 quarters. The position peaked at $1K in Q3 2020. 272 funds tracked by Wall St. Rank hold PATK as of Q1 2024.

  • Advisornet Financial reported no remaining Patrick Industries position as of Q1 2024 after selling out during the quarter.
  • Advisornet Financial sold 3 Patrick Industries shares in Q1 2024, an estimated $201.
  • Advisornet Financial first reported a position in Patrick Industries in Q1 2019 and held it in 12 quarters.
  • Advisornet Financial's Patrick Industries position peaked at $1K in Q3 2020.
  • 272 funds tracked by Wall St. Rank held Patrick Industries as of Q1 2024.

Based on Advisornet Financial's 13F filing for Q1 2024, filed 12 Apr 2024.