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Financial Gravity Companies’s Patrick Industries PATK Stock Holding History

Financial Gravity Companies’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
2018
Q4 		$1K Buy
+50
New +$1.42K ﹤0.01% 1171
2018
Q1 		$2K Buy
47
+17
+57% +$733 ﹤0.01% 985
2017
Q4 		$1K Buy
+30
New +$1.23K ﹤0.01% 1184

Other funds holding PATK

BlackRock
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $481B AUM 30.42% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Financial Gravity Companies's PATK Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Patrick Industries (PATK) in Q4 2018: 50 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1171 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in PATK as recently as Q1 2018.

Financial Gravity Companies first reported a position in PATK in Q4 2017 and has held it in 3 quarters since. The position peaked at $2K in Q1 2018. 210 funds tracked by Wall St. Rank hold PATK as of Q4 2018.

  • Financial Gravity Companies held 50 shares of Patrick Industries worth $1K as of Q4 2018.
  • Patrick Industries was a new Financial Gravity Companies position in Q4 2018.
  • Patrick Industries made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #1171 holding.
  • Financial Gravity Companies first reported a position in Patrick Industries in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's Patrick Industries position peaked at $2K in Q1 2018.
  • 210 funds tracked by Wall St. Rank held Patrick Industries as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.