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CM Wealth Advisors’s Patrick Industries PATK Stock Holding History

CM Wealth Advisors’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
2023
Q2 		– Sell
-14,529
Closed -$625K – 354
2023
Q1 		$625K Buy
+14,529
New +$674K 0.12% 225

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CM Wealth Advisors's PATK Position: Q2 2023 in Review

CM Wealth Advisors sold out of Patrick Industries (PATK) in Q2 2023, closing a stake of 14,529 shares — an estimated $625K sold.

CM Wealth Advisors first reported a position in PATK in Q1 2023 and held it in 1 quarter. The position peaked at $625K in Q1 2023. 223 funds tracked by Wall St. Rank hold PATK as of Q2 2023.

  • CM Wealth Advisors reported no remaining Patrick Industries position as of Q2 2023 after selling out during the quarter.
  • CM Wealth Advisors sold 14,529 Patrick Industries shares in Q2 2023, an estimated $625K.
  • CM Wealth Advisors first reported a position in Patrick Industries in Q1 2023 and held it in 1 quarter.
  • CM Wealth Advisors's Patrick Industries position peaked at $625K in Q1 2023.
  • 223 funds tracked by Wall St. Rank held Patrick Industries as of Q2 2023.

Based on CM Wealth Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.