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Beacon Capital Management LLC (Tennessee)’s Patrick Industries PATK Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
-441
Closed -$18K – 940
2022
Q2 		$18K Hold
441
– – ﹤0.01% 422
2022
Q1 		$18K Buy
+441
New +$20.3K ﹤0.01% 422

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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

Beacon Capital Management LLC (Tennessee)'s PATK Position: Q3 2022 in Review

Beacon Capital Management LLC (Tennessee) sold out of Patrick Industries (PATK) in Q3 2022, closing a stake of 441 shares — an estimated $18K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in PATK in Q1 2022 and held it in 2 quarters. The position peaked at $18K in Q2 2022. 212 funds tracked by Wall St. Rank hold PATK as of Q3 2022.

  • Beacon Capital Management LLC (Tennessee) reported no remaining Patrick Industries position as of Q3 2022 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 441 Patrick Industries shares in Q3 2022, an estimated $18K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Patrick Industries in Q1 2022 and held it in 2 quarters.
  • Beacon Capital Management LLC (Tennessee)'s Patrick Industries position peaked at $18K in Q2 2022.
  • 212 funds tracked by Wall St. Rank held Patrick Industries as of Q3 2022.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2022, filed 5 Oct 2022.