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TCI Wealth Advisors’s Patrick Industries PATK Stock Holding History

TCI 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
Q2 		– Sell
-221
Closed -$10.1K – 1618
2023
Q1 		$10.1K Hold
221
– – ﹤0.01% 1085
2022
Q4 		$8.91K Buy
221
+152
+220% +$5.29K ﹤0.01% 1145
2022
Q3 		$2K Hold
69
– – ﹤0.01% 1966
2022
Q2 		$2K Hold
69
– – ﹤0.01% 2022
2022
Q1 		$3K Sell
69
-110
-61% -$5.07K ﹤0.01% 1901
2021
Q4 		$10K Sell
179
-19
-10% -$1.02K ﹤0.01% 1186
2021
Q3 		$11K Buy
198
+129
+187% +$6.91K ﹤0.01% 1048
2021
Q2 		$3K Sell
69
-56
-45% -$3.2K ﹤0.01% 1819
2021
Q1 		$7K Buy
125
+56
+81% +$2.93K ﹤0.01% 1074
2020
Q4 		$3K Hold
69
– – ﹤0.01% 1118
2020
Q3 		$3K Hold
69
– – ﹤0.01% 984
2020
Q2 		$3K Buy
+69
New +$2.09K ﹤0.01% 942
2020
Q1 		– Sell
-48
Closed -$2K – 1683
2019
Q4 		$2K Buy
+48
New +$1.56K ﹤0.01% 1177
2019
Q3 		– Sell
-20
Closed -$1K – 1595
2019
Q2 		$1K Buy
+20
New +$626 ﹤0.01% 1267
2018
Q4 		– Sell
-33
Closed -$1K – 1589
2018
Q3 		$1K Hold
33
– – ﹤0.01% 1289
2018
Q2 		$1K Hold
33
– – ﹤0.01% 1346
2018
Q1 		$1K Hold
33
– – ﹤0.01% 1194
2017
Q4 		$2K Sell
33
-1
-3% -$41 ﹤0.01% 1040
2017
Q3 		$1K Buy
34
+14
+70% +$462 ﹤0.01% 1173
2017
Q2 		$1K Buy
+20
New +$623 ﹤0.01% 1189

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TCI Wealth Advisors's PATK Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Patrick Industries (PATK) in Q2 2023, closing a stake of 221 shares — an estimated $10.1K sold.

TCI Wealth Advisors first reported a position in PATK in Q2 2017 and held it in 20 quarters. The position peaked at $11K in Q3 2021. 223 funds tracked by Wall St. Rank hold PATK as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Patrick Industries position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 221 Patrick Industries shares in Q2 2023, an estimated $10.1K.
  • TCI Wealth Advisors first reported a position in Patrick Industries in Q2 2017 and held it in 20 quarters.
  • TCI Wealth Advisors's Patrick Industries position peaked at $11K in Q3 2021.
  • 223 funds tracked by Wall St. Rank held Patrick Industries as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.