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GoalVest Advisory’s Patrick Industries PATK Stock Holding History

GoalVest Advisory’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
Q1 		– Sell
-12
Closed -$803 – 456
2023
Q4 		$803 Sell
12
-117
-91% -$6.42K ﹤0.01% 350
2023
Q3 		$6.46K Buy
129
+22
+21% +$1.19K ﹤0.01% 324
2023
Q2 		$5.68K Buy
+107
New +$5.04K ﹤0.01% 290

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

GoalVest Advisory's PATK Position: Q1 2024 in Review

GoalVest Advisory sold out of Patrick Industries (PATK) in Q1 2024, closing a stake of 12 shares — an estimated $803 sold.

GoalVest Advisory first reported a position in PATK in Q2 2023 and held it in 3 quarters. The position peaked at $6.46K in Q3 2023. 272 funds tracked by Wall St. Rank hold PATK as of Q1 2024.

  • GoalVest Advisory reported no remaining Patrick Industries position as of Q1 2024 after selling out during the quarter.
  • GoalVest Advisory sold 12 Patrick Industries shares in Q1 2024, an estimated $803.
  • GoalVest Advisory first reported a position in Patrick Industries in Q2 2023 and held it in 3 quarters.
  • GoalVest Advisory's Patrick Industries position peaked at $6.46K in Q3 2023.
  • 272 funds tracked by Wall St. Rank held Patrick Industries as of Q1 2024.

Based on GoalVest Advisory's 13F filing for Q1 2024, filed 15 Apr 2024.