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LGT Financial Advisors’s Patrick Industries PATK Stock Holding History

LGT 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
2025
Q1 		– Sell
-54
Closed -$4.49K – 606
2024
Q4 		$4.49K Hold
54
– – 0.01% 569
2024
Q3 		$5.13K Hold
54
– – 0.01% 528
2024
Q2 		$3.91K Hold
54
– – 0.01% 636
2024
Q1 		$4.3K Hold
54
– – 0.01% 641
2023
Q4 		$3.61K Hold
54
– – ﹤0.01% 687
2023
Q3 		$2.7K Buy
+54
New +$2.92K ﹤0.01% 748

Other funds holding PATK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LGT Financial Advisors's PATK Position: Q1 2025 in Review

LGT Financial Advisors sold out of Patrick Industries (PATK) in Q1 2025, closing a stake of 54 shares — an estimated $4.49K sold.

LGT Financial Advisors first reported a position in PATK in Q3 2023 and held it in 6 quarters. The position peaked at $5.13K in Q3 2024. 314 funds tracked by Wall St. Rank hold PATK as of Q1 2025.

  • LGT Financial Advisors reported no remaining Patrick Industries position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 54 Patrick Industries shares in Q1 2025, an estimated $4.49K.
  • LGT Financial Advisors first reported a position in Patrick Industries in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's Patrick Industries position peaked at $5.13K in Q3 2024.
  • 314 funds tracked by Wall St. Rank held Patrick Industries as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.