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JP Morgan Private Wealth Advisors’s Patrick Industries PATK Stock Holding History

JP Morgan Private Wealth Advisors’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
2023
Q3 		$223K Sell
4,454
-66
-1% -$3.57K ﹤0.01% 1596
2023
Q2 		$241K Sell
4,520
-369
-8% -$17.4K ﹤0.01% 1325
2023
Q1 		$224K Buy
+4,889
New +$227K ﹤0.01% 1789
2022
Q2 		– Sell
-5,010
Closed -$201K – 1999
2022
Q1 		$201K Sell
5,010
-3,357
-40% -$155K ﹤0.01% 1910
2021
Q4 		$450K Sell
8,367
-162
-2% -$8.7K ﹤0.01% 1592
2021
Q3 		$474K Sell
8,529
-44
-0.5% -$2.36K ﹤0.01% 1520
2021
Q2 		$417K Buy
8,573
+1,319
+18% +$75.5K ﹤0.01% 1546
2021
Q1 		$411K Sell
7,254
-399
-5% -$20.9K ﹤0.01% 1398
2020
Q4 		$349K Buy
7,653
+445
+6% +$18.9K ﹤0.01% 1438
2020
Q3 		$276K Buy
7,208
+725
+11% +$29K ﹤0.01% 1395
2020
Q2 		$265K Buy
+6,483
New +$196K ﹤0.01% 1360

Other funds holding PATK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

JP Morgan Private Wealth Advisors's PATK Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Patrick Industries (PATK) stake by 1.5% in Q3 2023, selling an estimated $3.57K and leaving 4,454 shares worth $223K. The position accounts for ﹤0.01% of the portfolio, ranked #1596.

JP Morgan Private Wealth Advisors first reported a position in PATK in Q2 2020 and has held it in 11 quarters since. The position peaked at $474K in Q3 2021. 235 funds tracked by Wall St. Rank hold PATK as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 4,454 shares of Patrick Industries worth $223K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 66 Patrick Industries shares in Q3 2023, an estimated $3.57K.
  • Patrick Industries made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1596 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Patrick Industries in Q2 2020 and has held it in 11 quarters since.
  • JP Morgan Private Wealth Advisors's Patrick Industries position peaked at $474K in Q3 2021.
  • 235 funds tracked by Wall St. Rank held Patrick Industries as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.