LW
PATK icon

Linscomb Wealth’s Patrick Industries PATK Stock Holding History

Linscomb 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
Q2 		– Sell
-15,312
Closed -$287K – 355
2020
Q1 		$287K Sell
15,312
-6,330
-29% -$202K 0.03% 336
2019
Q4 		$756K Buy
+21,642
New +$703K 0.05% 268

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Linscomb Wealth's PATK Position: Q2 2020 in Review

Linscomb Wealth sold out of Patrick Industries (PATK) in Q2 2020, closing a stake of 15,312 shares — an estimated $287K sold.

Linscomb Wealth first reported a position in PATK in Q4 2019 and held it in 2 quarters. The position peaked at $756K in Q4 2019. 195 funds tracked by Wall St. Rank hold PATK as of Q2 2020.

  • Linscomb Wealth reported no remaining Patrick Industries position as of Q2 2020 after selling out during the quarter.
  • Linscomb Wealth sold 15,312 Patrick Industries shares in Q2 2020, an estimated $287K.
  • Linscomb Wealth first reported a position in Patrick Industries in Q4 2019 and held it in 2 quarters.
  • Linscomb Wealth's Patrick Industries position peaked at $756K in Q4 2019.
  • 195 funds tracked by Wall St. Rank held Patrick Industries as of Q2 2020.

Based on Linscomb Wealth's 13F filing for Q2 2020, filed 11 Aug 2020.