AWM
PATK icon

AE Wealth Management’s Patrick Industries PATK Stock Holding History

AE Wealth Management’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
2021
Q2 		– Sell
-6,093
Closed -$345K – 1652
2021
Q1 		$345K Buy
+6,093
New +$319K ﹤0.01% 1202

Other funds holding PATK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AE Wealth Management's PATK Position: Q2 2021 in Review

AE Wealth Management sold out of Patrick Industries (PATK) in Q2 2021, closing a stake of 6,093 shares — an estimated $345K sold.

AE Wealth Management first reported a position in PATK in Q1 2021 and held it in 1 quarter. The position peaked at $345K in Q1 2021. 228 funds tracked by Wall St. Rank hold PATK as of Q2 2021.

  • AE Wealth Management reported no remaining Patrick Industries position as of Q2 2021 after selling out during the quarter.
  • AE Wealth Management sold 6,093 Patrick Industries shares in Q2 2021, an estimated $345K.
  • AE Wealth Management first reported a position in Patrick Industries in Q1 2021 and held it in 1 quarter.
  • AE Wealth Management's Patrick Industries position peaked at $345K in Q1 2021.
  • 228 funds tracked by Wall St. Rank held Patrick Industries as of Q2 2021.

Based on AE Wealth Management's 13F filing for Q2 2021, filed 21 Jul 2021.