OIA
PATK icon

Optimum Investment Advisors’s Patrick Industries PATK Stock Holding History

Optimum Investment Advisors’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
2022
Q1 		– Sell
-2,625
Closed -$141K – 884
2021
Q4 		$141K Buy
2,625
+1,312
+100% +$70.5K 0.05% 289
2021
Q3 		$73K Buy
+1,313
New +$70.3K 0.03% 386

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Optimum Investment Advisors's PATK Position: Q1 2022 in Review

Optimum Investment Advisors sold out of Patrick Industries (PATK) in Q1 2022, closing a stake of 2,625 shares — an estimated $141K sold.

Optimum Investment Advisors first reported a position in PATK in Q3 2021 and held it in 2 quarters. The position peaked at $141K in Q4 2021. 223 funds tracked by Wall St. Rank hold PATK as of Q1 2022.

  • Optimum Investment Advisors reported no remaining Patrick Industries position as of Q1 2022 after selling out during the quarter.
  • Optimum Investment Advisors sold 2,625 Patrick Industries shares in Q1 2022, an estimated $141K.
  • Optimum Investment Advisors first reported a position in Patrick Industries in Q3 2021 and held it in 2 quarters.
  • Optimum Investment Advisors's Patrick Industries position peaked at $141K in Q4 2021.
  • 223 funds tracked by Wall St. Rank held Patrick Industries as of Q1 2022.

Based on Optimum Investment Advisors's 13F filing for Q1 2022, filed 8 Apr 2022.