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Kore Private Wealth’s Patrick Industries PATK Stock Holding History

Kore Private Wealth’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
Q3 		– Sell
-237
Closed -$9K – 845
2020
Q2 		$9K Hold
237
– – ﹤0.01% 812
2020
Q1 		$4K Hold
237
– – ﹤0.01% 845
2019
Q4 		$8K Buy
+237
New +$7.7K ﹤0.01% 793
2019
Q2 		– Sell
-237
Closed -$7K – 624
2019
Q1 		$7K Buy
+237
New +$6.56K ﹤0.01% 714

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Kore Private Wealth's PATK Position: Q3 2020 in Review

Kore Private Wealth sold out of Patrick Industries (PATK) in Q3 2020, closing a stake of 237 shares — an estimated $9K sold.

Kore Private Wealth first reported a position in PATK in Q1 2019 and held it in 4 quarters. The position peaked at $9K in Q2 2020. 205 funds tracked by Wall St. Rank hold PATK as of Q3 2020.

  • Kore Private Wealth reported no remaining Patrick Industries position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 237 Patrick Industries shares in Q3 2020, an estimated $9K.
  • Kore Private Wealth first reported a position in Patrick Industries in Q1 2019 and held it in 4 quarters.
  • Kore Private Wealth's Patrick Industries position peaked at $9K in Q2 2020.
  • 205 funds tracked by Wall St. Rank held Patrick Industries as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.