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Money Concepts Capital’s Patrick Industries PATK Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-26
Closed -$1.03K – 2143
2022
Q4 		$1.03K Buy
+26
New +$904 ﹤0.01% 2875

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Money Concepts Capital's PATK Position: Q1 2023 in Review

Money Concepts Capital sold out of Patrick Industries (PATK) in Q1 2023, closing a stake of 26 shares — an estimated $1.03K sold.

Money Concepts Capital first reported a position in PATK in Q4 2022 and held it in 1 quarter. The position peaked at $1.03K in Q4 2022. 223 funds tracked by Wall St. Rank hold PATK as of Q1 2023.

  • Money Concepts Capital reported no remaining Patrick Industries position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 26 Patrick Industries shares in Q1 2023, an estimated $1.03K.
  • Money Concepts Capital first reported a position in Patrick Industries in Q4 2022 and held it in 1 quarter.
  • Money Concepts Capital's Patrick Industries position peaked at $1.03K in Q4 2022.
  • 223 funds tracked by Wall St. Rank held Patrick Industries as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.