IAS
PATK icon

IMA Advisory Services’s Patrick Industries PATK Stock Holding History

IMA Advisory Services’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
2019
Q1 		– Sell
-33
Closed -$1K – 319
2018
Q4 		$1K Hold
33
– – ﹤0.01% 318
2018
Q3 		$1K Hold
33
– – ﹤0.01% 327
2018
Q2 		$1K Buy
+33
New +$1.3K ﹤0.01% 446

Other funds holding PATK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

IMA Advisory Services's PATK Position: Q1 2019 in Review

IMA Advisory Services sold out of Patrick Industries (PATK) in Q1 2019, closing a stake of 33 shares — an estimated $1K sold.

IMA Advisory Services first reported a position in PATK in Q2 2018 and held it in 3 quarters. The position peaked at $1K in Q4 2018. 210 funds tracked by Wall St. Rank hold PATK as of Q1 2019.

  • IMA Advisory Services reported no remaining Patrick Industries position as of Q1 2019 after selling out during the quarter.
  • IMA Advisory Services sold 33 Patrick Industries shares in Q1 2019, an estimated $1K.
  • IMA Advisory Services first reported a position in Patrick Industries in Q2 2018 and held it in 3 quarters.
  • IMA Advisory Services's Patrick Industries position peaked at $1K in Q4 2018.
  • 210 funds tracked by Wall St. Rank held Patrick Industries as of Q1 2019.

Based on IMA Advisory Services's 13F filing for Q1 2019, filed 9 May 2019.