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Prestige Wealth Management Group’s Patrick Industries PATK Stock Holding History

Prestige Wealth Management 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
2022
Q3 		– Sell
-20
Closed -$1K – 1041
2022
Q2 		$1K Hold
20
– – ﹤0.01% 901
2022
Q1 		$1K Hold
20
– – ﹤0.01% 909
2021
Q4 		$1K Hold
20
– – ﹤0.01% 930
2021
Q3 		$1K Hold
20
– – ﹤0.01% 921
2021
Q2 		$1K Hold
20
– – ﹤0.01% 911
2021
Q1 		$1K Sell
20
-70
-78% -$3.67K ﹤0.01% 899
2020
Q4 		$4K Buy
+90
New +$3.82K ﹤0.01% 644

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Prestige Wealth Management Group's PATK Position: Q3 2022 in Review

Prestige Wealth Management Group sold out of Patrick Industries (PATK) in Q3 2022, closing a stake of 20 shares — an estimated $1K sold.

Prestige Wealth Management Group first reported a position in PATK in Q4 2020 and held it in 7 quarters. The position peaked at $4K in Q4 2020. 211 funds tracked by Wall St. Rank hold PATK as of Q3 2022.

  • Prestige Wealth Management Group reported no remaining Patrick Industries position as of Q3 2022 after selling out during the quarter.
  • Prestige Wealth Management Group sold 20 Patrick Industries shares in Q3 2022, an estimated $1K.
  • Prestige Wealth Management Group first reported a position in Patrick Industries in Q4 2020 and held it in 7 quarters.
  • Prestige Wealth Management Group's Patrick Industries position peaked at $4K in Q4 2020.
  • 211 funds tracked by Wall St. Rank held Patrick Industries as of Q3 2022.

Based on Prestige Wealth Management Group's 13F filing for Q3 2022, filed 1 Nov 2022.