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Next Financial Group’s Patrick Industries PATK Stock Holding History

Next Financial Group’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
Q4 		– Sell
-129
Closed -$5K – 2396
2020
Q3 		$5K Buy
+129
New +$5.17K ﹤0.01% 1856

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Next Financial Group's PATK Position: Q4 2020 in Review

Next Financial Group sold out of Patrick Industries (PATK) in Q4 2020, closing a stake of 129 shares — an estimated $5K sold.

Next Financial Group first reported a position in PATK in Q3 2020 and held it in 1 quarter. The position peaked at $5K in Q3 2020. 215 funds tracked by Wall St. Rank hold PATK as of Q4 2020.

  • Next Financial Group reported no remaining Patrick Industries position as of Q4 2020 after selling out during the quarter.
  • Next Financial Group sold 129 Patrick Industries shares in Q4 2020, an estimated $5K.
  • Next Financial Group first reported a position in Patrick Industries in Q3 2020 and held it in 1 quarter.
  • Next Financial Group's Patrick Industries position peaked at $5K in Q3 2020.
  • 215 funds tracked by Wall St. Rank held Patrick Industries as of Q4 2020.

Based on Next Financial Group's 13F filing for Q4 2020, filed 5 Feb 2021.