Financial Gravity Asset Management’s Patrick Industries PATK Stock Holding History

Financial Gravity Asset 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
2019 Q4	$52K	Sell	30 -8	-21%	-$260	0.04%	623
2019 Q3	$1K	Buy	38 +3	+9%	+$83	﹤0.01%	1080
2019 Q2	$1K	Buy	35 +15	+75%	+$470	﹤0.01%	1107
2019 Q1	$1K	Buy	+20	New	+$554	﹤0.01%	1158
2018 Q3	$2K	Buy	81 +21	+35%	+$864	﹤0.01%	985
2018 Q2	$2K	Buy	60 +13	+28%	+$512	﹤0.01%	1019
2018 Q1	$2K	Buy	+47	New	+$2.03K	﹤0.01%	985

Other funds holding PATK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

GJL

Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Financial Gravity Asset Management's PATK Position: Q4 2019 in Review

Financial Gravity Asset Management reduced its Patrick Industries (PATK) stake by 21% in Q4 2019, selling an estimated $260 and leaving 30 shares worth $52K. The position accounts for 0.04% of the portfolio, ranked #623.

Financial Gravity Asset Management first reported a position in PATK in Q1 2018 and has held it in 7 quarters since. 194 funds tracked by Wall St. Rank hold PATK as of Q4 2019.

Financial Gravity Asset Management held 30 shares of Patrick Industries worth $52K as of Q4 2019.
Financial Gravity Asset Management sold 8 Patrick Industries shares in Q4 2019, an estimated $260.
Patrick Industries made up 0.04% of Financial Gravity Asset Management's portfolio in Q4 2019, its #623 holding.
Financial Gravity Asset Management first reported a position in Patrick Industries in Q1 2018 and has held it in 7 quarters since.
194 funds tracked by Wall St. Rank held Patrick Industries as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.