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PRW Wealth Management’s Patrick Industries PATK Stock Holding History

PRW Wealth Management’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
2019
Q2 		– Sell
-1,469
Closed -$44K – 489
2019
Q1 		$44K Buy
1,469
+227
+18% +$6.29K 0.04% 154
2018
Q4 		$25K Buy
+1,242
New +$35.2K 0.03% 214

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

PRW Wealth Management's PATK Position: Q2 2019 in Review

PRW Wealth Management sold out of Patrick Industries (PATK) in Q2 2019, closing a stake of 1,469 shares — an estimated $44K sold.

PRW Wealth Management first reported a position in PATK in Q4 2018 and held it in 2 quarters. The position peaked at $44K in Q1 2019. 192 funds tracked by Wall St. Rank hold PATK as of Q2 2019.

  • PRW Wealth Management reported no remaining Patrick Industries position as of Q2 2019 after selling out during the quarter.
  • PRW Wealth Management sold 1,469 Patrick Industries shares in Q2 2019, an estimated $44K.
  • PRW Wealth Management first reported a position in Patrick Industries in Q4 2018 and held it in 2 quarters.
  • PRW Wealth Management's Patrick Industries position peaked at $44K in Q1 2019.
  • 192 funds tracked by Wall St. Rank held Patrick Industries as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.