TFA
PATK icon

Toth Financial Advisory’s Patrick Industries PATK Stock Holding History

Toth Financial Advisory’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
2021
Q2 		– Sell
-15,000
Closed -$850K – 725
2021
Q1 		$850K Buy
+15,000
New +$786K 0.14% 120

Other funds holding PATK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Toth Financial Advisory's PATK Position: Q2 2021 in Review

Toth Financial Advisory sold out of Patrick Industries (PATK) in Q2 2021, closing a stake of 15,000 shares — an estimated $850K sold.

Toth Financial Advisory first reported a position in PATK in Q1 2021 and held it in 1 quarter. The position peaked at $850K in Q1 2021. 228 funds tracked by Wall St. Rank hold PATK as of Q2 2021.

  • Toth Financial Advisory reported no remaining Patrick Industries position as of Q2 2021 after selling out during the quarter.
  • Toth Financial Advisory sold 15,000 Patrick Industries shares in Q2 2021, an estimated $850K.
  • Toth Financial Advisory first reported a position in Patrick Industries in Q1 2021 and held it in 1 quarter.
  • Toth Financial Advisory's Patrick Industries position peaked at $850K in Q1 2021.
  • 228 funds tracked by Wall St. Rank held Patrick Industries as of Q2 2021.

Based on Toth Financial Advisory's 13F filing for Q2 2021, filed 26 Jul 2021.