BCWM
PATK icon

Bartlett & Co Wealth Management’s Patrick Industries PATK Stock Holding History

Bartlett & Co 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
2022
Q3 		– Sell
-51
Closed -$1.76K – 1250
2022
Q2 		$1.76K Buy
+51
New +$2.02K ﹤0.01% 1196

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bartlett & Co Wealth Management's PATK Position: Q3 2022 in Review

Bartlett & Co Wealth Management sold out of Patrick Industries (PATK) in Q3 2022, closing a stake of 51 shares — an estimated $1.76K sold.

Bartlett & Co Wealth Management first reported a position in PATK in Q2 2022 and held it in 1 quarter. The position peaked at $1.76K in Q2 2022. 212 funds tracked by Wall St. Rank hold PATK as of Q3 2022.

  • Bartlett & Co Wealth Management reported no remaining Patrick Industries position as of Q3 2022 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 51 Patrick Industries shares in Q3 2022, an estimated $1.76K.
  • Bartlett & Co Wealth Management first reported a position in Patrick Industries in Q2 2022 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Patrick Industries position peaked at $1.76K in Q2 2022.
  • 212 funds tracked by Wall St. Rank held Patrick Industries as of Q3 2022.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2022, filed 14 Feb 2024.