EWM
PATK icon

Edge Wealth Management’s Patrick Industries PATK Stock Holding History

Edge 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
Q1 		– Sell
-62
Closed -$3K – 351
2021
Q4 		$3K Hold
62
– – ﹤0.01% 395
2021
Q3 		$3K Buy
62
+2
+3% +$107 ﹤0.01% 402
2021
Q2 		$3K Hold
60
– – ﹤0.01% 375
2021
Q1 		$3K Hold
60
– – ﹤0.01% 366
2020
Q4 		$3K Hold
60
– – ﹤0.01% 319
2020
Q3 		$2K Buy
60
+1
+2% +$40 ﹤0.01% 392
2020
Q2 		$2K Sell
59
-1
-2% -$30 ﹤0.01% 615
2020
Q1 		$1K Buy
60
+1
+2% +$32 ﹤0.01% 588
2019
Q4 		$2K Hold
59
– – ﹤0.01% 538
2019
Q3 		$1K Hold
59
– – ﹤0.01% 563
2019
Q2 		$2K Hold
59
– – ﹤0.01% 536
2019
Q1 		$2K Sell
59
-10,500
-99% -$291K ﹤0.01% 520
2018
Q4 		$208K Buy
10,559
+10,500
+17,797% +$298K 0.06% 133
2018
Q3 		$2K Sell
59
-4,500
-99% -$185K ﹤0.01% 554
2018
Q2 		$173K Buy
4,559
+4,500
+7,627% +$177K 0.04% 151
2018
Q1 		$2K Hold
59
– – ﹤0.01% 513
2017
Q4 		$2K Sell
59
-225
-79% -$9.25K ﹤0.01% 482
2017
Q3 		$11K Sell
284
-14,400
-98% -$475K ﹤0.01% 357
2017
Q2 		$469K Sell
14,684
-3,316
-18% -$103K 0.15% 84
2017
Q1 		$569K Buy
+18,000
New +$622K 0.2% 69
2014
Q1 		– Sell
-33,750
Closed -$289K – 426
2013
Q4 		$289K Buy
+33,750
New +$298K 0.13% 77

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Edge Wealth Management's PATK Position: Q1 2022 in Review

Edge Wealth Management sold out of Patrick Industries (PATK) in Q1 2022, closing a stake of 62 shares — an estimated $3K sold.

Edge Wealth Management first reported a position in PATK in Q4 2013 and held it in 21 quarters. The position peaked at $569K in Q1 2017. 223 funds tracked by Wall St. Rank hold PATK as of Q1 2022.

  • Edge Wealth Management reported no remaining Patrick Industries position as of Q1 2022 after selling out during the quarter.
  • Edge Wealth Management sold 62 Patrick Industries shares in Q1 2022, an estimated $3K.
  • Edge Wealth Management first reported a position in Patrick Industries in Q4 2013 and held it in 21 quarters.
  • Edge Wealth Management's Patrick Industries position peaked at $569K in Q1 2017.
  • 223 funds tracked by Wall St. Rank held Patrick Industries as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.