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Creative Financial Designs’s Patrick Industries PATK Stock Holding History

Creative Financial Designs’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
Q2 		– Sell
-14
Closed -$1.07K – 1701
2024
Q1 		$1.07K Hold
14
– – ﹤0.01% 1542
2023
Q4 		$903 Hold
14
– – ﹤0.01% 1502
2023
Q3 		$676 Hold
14
– – ﹤0.01% 1428
2023
Q2 		$720 Buy
+14
New +$659 ﹤0.01% 1398
2022
Q3 		– Sell
-227
Closed -$8K – 1326
2022
Q2 		$8K Sell
227
-78
-26% -$3.09K ﹤0.01% 917
2022
Q1 		$12K Buy
+305
New +$14.1K ﹤0.01% 872

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Creative Financial Designs's PATK Position: Q2 2024 in Review

Creative Financial Designs sold out of Patrick Industries (PATK) in Q2 2024, closing a stake of 14 shares — an estimated $1.07K sold.

Creative Financial Designs first reported a position in PATK in Q1 2022 and held it in 6 quarters. The position peaked at $12K in Q1 2022. 263 funds tracked by Wall St. Rank hold PATK as of Q2 2024.

  • Creative Financial Designs reported no remaining Patrick Industries position as of Q2 2024 after selling out during the quarter.
  • Creative Financial Designs sold 14 Patrick Industries shares in Q2 2024, an estimated $1.07K.
  • Creative Financial Designs first reported a position in Patrick Industries in Q1 2022 and held it in 6 quarters.
  • Creative Financial Designs's Patrick Industries position peaked at $12K in Q1 2022.
  • 263 funds tracked by Wall St. Rank held Patrick Industries as of Q2 2024.

Based on Creative Financial Designs's 13F filing for Q2 2024, filed 6 Aug 2024.