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Sutton Wealth Advisors’s Patrick Industries PATK Stock Holding History

Sutton Wealth 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
2023
Q1 		– Sell
-582
Closed -$23.5K – 1342
2022
Q4 		$23.5K Buy
582
+274
+89% +$9.53K 0.01% 636
2022
Q3 		$8.99K Sell
308
-343
-53% -$12.5K ﹤0.01% 923
2022
Q2 		$22.5K Buy
651
+351
+117% +$13.9K 0.01% 634
2022
Q1 		$12.1K Sell
300
-39
-12% -$1.8K ﹤0.01% 887
2021
Q4 		$18.2K Buy
339
+7
+2% +$376 0.01% 739
2021
Q3 		$18.4K Buy
332
+47
+16% +$2.52K 0.01% 715
2021
Q2 		$13.9K Hold
285
– – 0.01% 811
2021
Q1 		$16.1K Hold
285
– – 0.01% 740
2020
Q4 		$13K Hold
285
– – 0.01% 738
2020
Q3 		$10.9K Hold
285
– – 0.01% 712
2020
Q2 		$11.6K Sell
285
-368
-56% -$11.1K 0.01% 671
2020
Q1 		$12.3K Buy
653
+285
+77% +$9.07K 0.01% 604
2019
Q4 		$12.8K Hold
368
– – 0.01% 752
2019
Q3 		$10.5K Buy
+368
New +$10.2K 0.01% 775
2019
Q2 		– Sell
-333
Closed -$10.1K – 1200
2019
Q1 		$10.1K Sell
333
-239
-42% -$6.62K 0.01% 779
2018
Q4 		$11.3K Hold
572
– – 0.01% 708
2018
Q3 		$22.6K Hold
572
– – 0.01% 544
2018
Q2 		$21.7K Hold
572
– – 0.02% 564
2018
Q1 		$23.6K Hold
572
– – 0.02% 507
2017
Q4 		$26.5K Hold
572
– – 0.02% 454
2017
Q3 		$21.4K Hold
572
– – 0.02% 524
2017
Q2 		$18.5K Hold
572
– – 0.01% 559
2017
Q1 		$18K Hold
572
– – 0.02% 549
2016
Q4 		$19.4K Buy
+572
New +$16.9K 0.02% 507

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

Sutton Wealth Advisors's PATK Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Patrick Industries (PATK) in Q1 2023, closing a stake of 582 shares — an estimated $23.5K sold.

Sutton Wealth Advisors first reported a position in PATK in Q4 2016 and held it in 24 quarters. The position peaked at $26.5K in Q4 2017. 223 funds tracked by Wall St. Rank hold PATK as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Patrick Industries position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 582 Patrick Industries shares in Q1 2023, an estimated $23.5K.
  • Sutton Wealth Advisors first reported a position in Patrick Industries in Q4 2016 and held it in 24 quarters.
  • Sutton Wealth Advisors's Patrick Industries position peaked at $26.5K in Q4 2017.
  • 223 funds tracked by Wall St. Rank held Patrick Industries as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.