Heritage Wealth Management (Arizona)’s Patrick Industries PATK Stock Holding History

Heritage Wealth Management (Arizona)’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 Q2	$227K	Sell	3,141 -386	-11%	-$28.3K	0.13%	153
2024 Q1	$281K	Sell	3,527 -31	-0.9%	-$2.22K	0.14%	130
2023 Q4	$238K	Buy	+3,558	New	+$195K	0.13%	145
2022 Q4	$429K	Buy	10,623 +6,636	+166%	+$231K	0.06%	240
2022 Q3	$117K	Buy	3,987 +108	+3%	+$3.93K	0.04%	309
2022 Q2	$134K	Buy	3,879 +616	+19%	+$24.4K	0.04%	306
2022 Q1	$131K	Buy	+3,263	New	+$150K	0.04%	336
2021 Q3	$97K	Buy	1,754 +354	+25%	+$19K	0.03%	347
2021 Q2	$68K	Buy	+1,400	New	+$80.1K	0.03%	406

Other funds holding PATK

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Loomis, Sayles & Company

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return