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Moisand Fitzgerald Tamayo’s Patrick Industries PATK Stock Holding History

Moisand Fitzgerald Tamayo’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
Q4 		– Sell
-26
Closed -$1.28K – 772
2023
Q3 		$1.28K Hold
26
– – ﹤0.01% 629
2023
Q2 		$1.36K Hold
26
– – ﹤0.01% 608
2023
Q1 		$1.17K Hold
26
– – ﹤0.01% 650
2022
Q4 		$1.03K Hold
26
– – ﹤0.01% 661
2022
Q3 		$1K Buy
+26
New +$945 ﹤0.01% 631

Other funds holding PATK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Moisand Fitzgerald Tamayo's PATK Position: Q4 2023 in Review

Moisand Fitzgerald Tamayo sold out of Patrick Industries (PATK) in Q4 2023, closing a stake of 26 shares — an estimated $1.28K sold.

Moisand Fitzgerald Tamayo first reported a position in PATK in Q3 2022 and held it in 5 quarters. The position peaked at $1.36K in Q2 2023. 243 funds tracked by Wall St. Rank hold PATK as of Q4 2023.

  • Moisand Fitzgerald Tamayo reported no remaining Patrick Industries position as of Q4 2023 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 26 Patrick Industries shares in Q4 2023, an estimated $1.28K.
  • Moisand Fitzgerald Tamayo first reported a position in Patrick Industries in Q3 2022 and held it in 5 quarters.
  • Moisand Fitzgerald Tamayo's Patrick Industries position peaked at $1.36K in Q2 2023.
  • 243 funds tracked by Wall St. Rank held Patrick Industries as of Q4 2023.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2023, filed 18 Jan 2024.