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Harvest Group Wealth Management’s Patrick Industries PATK Stock Holding History

Harvest Group 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
2020
Q1 		– Sell
-59
Closed -$2K – 867
2019
Q4 		$2K Hold
59
– – ﹤0.01% 650
2019
Q3 		$2K Hold
59
– – ﹤0.01% 741
2019
Q2 		$1K Hold
59
– – ﹤0.01% 779
2019
Q1 		$2K Buy
+59
New +$1.63K ﹤0.01% 654

Other funds holding PATK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Harvest Group Wealth Management's PATK Position: Q1 2020 in Review

Harvest Group Wealth Management sold out of Patrick Industries (PATK) in Q1 2020, closing a stake of 59 shares — an estimated $2K sold.

Harvest Group Wealth Management first reported a position in PATK in Q1 2019 and held it in 4 quarters. The position peaked at $2K in Q4 2019. 172 funds tracked by Wall St. Rank hold PATK as of Q1 2020.

  • Harvest Group Wealth Management reported no remaining Patrick Industries position as of Q1 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 59 Patrick Industries shares in Q1 2020, an estimated $2K.
  • Harvest Group Wealth Management first reported a position in Patrick Industries in Q1 2019 and held it in 4 quarters.
  • Harvest Group Wealth Management's Patrick Industries position peaked at $2K in Q4 2019.
  • 172 funds tracked by Wall St. Rank held Patrick Industries as of Q1 2020.

Based on Harvest Group Wealth Management's 13F filing for Q1 2020, filed 23 Apr 2020.