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Legacy Financial Advisors’s Patrick Industries PATK Stock Holding History

Legacy Financial 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
2019
Q2 		– Sell
-11
Closed – – 676
2019
Q1 		$0 Hold
11
– – ﹤0.01% 1128
2018
Q4 		$0 Hold
11
– – ﹤0.01% 1036
2018
Q3 		$0 Hold
11
– – ﹤0.01% 934
2018
Q2 		$0 Hold
11
– – ﹤0.01% 952
2018
Q1 		$0 Hold
11
– – ﹤0.01% 879
2017
Q4 		$0 Buy
+11
New +$452 ﹤0.01% 846

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Legacy Financial Advisors's PATK Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Patrick Industries (PATK) in Q2 2019, closing a stake of 11 shares.

Legacy Financial Advisors first reported a position in PATK in Q4 2017 and held it in 6 quarters. The position peaked at $0 in Q1 2019. 192 funds tracked by Wall St. Rank hold PATK as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Patrick Industries position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 11 Patrick Industries shares in Q2 2019.
  • Legacy Financial Advisors first reported a position in Patrick Industries in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's Patrick Industries position peaked at $0 in Q1 2019.
  • 192 funds tracked by Wall St. Rank held Patrick Industries as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.