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First Trust Direct Indexing’s Patrick Industries PATK Stock Holding History

First Trust Direct Indexing’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
2021
Q1 		– Sell
-1,230
Closed -$56K – 811
2020
Q4 		$56K Buy
+1,230
New +$52.1K 0.02% 728

Other funds holding PATK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

First Trust Direct Indexing's PATK Position: Q1 2021 in Review

First Trust Direct Indexing sold out of Patrick Industries (PATK) in Q1 2021, closing a stake of 1,230 shares — an estimated $56K sold.

First Trust Direct Indexing first reported a position in PATK in Q4 2020 and held it in 1 quarter. The position peaked at $56K in Q4 2020. 216 funds tracked by Wall St. Rank hold PATK as of Q1 2021.

  • First Trust Direct Indexing reported no remaining Patrick Industries position as of Q1 2021 after selling out during the quarter.
  • First Trust Direct Indexing sold 1,230 Patrick Industries shares in Q1 2021, an estimated $56K.
  • First Trust Direct Indexing first reported a position in Patrick Industries in Q4 2020 and held it in 1 quarter.
  • First Trust Direct Indexing's Patrick Industries position peaked at $56K in Q4 2020.
  • 216 funds tracked by Wall St. Rank held Patrick Industries as of Q1 2021.

Based on First Trust Direct Indexing's 13F filing for Q1 2021, filed 14 Apr 2021.