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Valeo Financial Advisors’s Patrick Industries PATK Stock Holding History

Valeo Financial 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
2018
Q3 		– Sell
-1,688
Closed -$70K – 1834
2018
Q2 		$70K Sell
1,688
-90
-5% -$3.54K 0.01% 472
2018
Q1 		$73K Buy
1,778
+90
+5% +$3.88K 0.01% 422
2017
Q4 		$78K Buy
+1,688
New +$69.4K 0.01% 386

Other funds holding PATK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Valeo Financial Advisors's PATK Position: Q3 2018 in Review

Valeo Financial Advisors sold out of Patrick Industries (PATK) in Q3 2018, closing a stake of 1,688 shares — an estimated $70K sold.

Valeo Financial Advisors first reported a position in PATK in Q4 2017 and held it in 3 quarters. The position peaked at $78K in Q4 2017. 236 funds tracked by Wall St. Rank hold PATK as of Q3 2018.

  • Valeo Financial Advisors reported no remaining Patrick Industries position as of Q3 2018 after selling out during the quarter.
  • Valeo Financial Advisors sold 1,688 Patrick Industries shares in Q3 2018, an estimated $70K.
  • Valeo Financial Advisors first reported a position in Patrick Industries in Q4 2017 and held it in 3 quarters.
  • Valeo Financial Advisors's Patrick Industries position peaked at $78K in Q4 2017.
  • 236 funds tracked by Wall St. Rank held Patrick Industries as of Q3 2018.

Based on Valeo Financial Advisors's 13F filing for Q3 2018, filed 1 Nov 2018.