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Oppenheimer & Co’s Patrick Industries PATK Stock Holding History

Oppenheimer & Co’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
-13,172
Closed -$532K – 1429
2022
Q4 		$532K Buy
+13,172
New +$458K 0.01% 892

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Oppenheimer & Co's PATK Position: Q1 2023 in Review

Oppenheimer & Co sold out of Patrick Industries (PATK) in Q1 2023, closing a stake of 13,172 shares — an estimated $532K sold.

Oppenheimer & Co first reported a position in PATK in Q4 2022 and held it in 1 quarter. The position peaked at $532K in Q4 2022. 223 funds tracked by Wall St. Rank hold PATK as of Q1 2023.

  • Oppenheimer & Co reported no remaining Patrick Industries position as of Q1 2023 after selling out during the quarter.
  • Oppenheimer & Co sold 13,172 Patrick Industries shares in Q1 2023, an estimated $532K.
  • Oppenheimer & Co first reported a position in Patrick Industries in Q4 2022 and held it in 1 quarter.
  • Oppenheimer & Co's Patrick Industries position peaked at $532K in Q4 2022.
  • 223 funds tracked by Wall St. Rank held Patrick Industries as of Q1 2023.

Based on Oppenheimer & Co's 13F filing for Q1 2023, filed 10 May 2023.