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Atria Wealth Solutions’s Patrick Industries PATK Stock Holding History

Atria Wealth Solutions’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
Q4 		– Sell
-2,348
Closed -$223K – 2062
2024
Q3 		$223K Buy
+2,348
New +$197K ﹤0.01% 1714

Other funds holding PATK

BlackRock
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Atria Wealth Solutions's PATK Position: Q4 2024 in Review

Atria Wealth Solutions sold out of Patrick Industries (PATK) in Q4 2024, closing a stake of 2,348 shares — an estimated $223K sold.

Atria Wealth Solutions first reported a position in PATK in Q3 2024 and held it in 1 quarter. The position peaked at $223K in Q3 2024. 303 funds tracked by Wall St. Rank hold PATK as of Q4 2024.

  • Atria Wealth Solutions reported no remaining Patrick Industries position as of Q4 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 2,348 Patrick Industries shares in Q4 2024, an estimated $223K.
  • Atria Wealth Solutions first reported a position in Patrick Industries in Q3 2024 and held it in 1 quarter.
  • Atria Wealth Solutions's Patrick Industries position peaked at $223K in Q3 2024.
  • 303 funds tracked by Wall St. Rank held Patrick Industries as of Q4 2024.

Based on Atria Wealth Solutions's 13F filing for Q4 2024, filed 31 Jan 2025.