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Wagner Wealth Management (South Carolina)’s Patrick Industries PATK Stock Holding History

Wagner Wealth Management (South Carolina)’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 		$1K Hold
26
– – ﹤0.01% 644
2018
Q2 		$1K Hold
26
– – ﹤0.01% 612
2018
Q1 		$1K Buy
+26
New +$1.12K ﹤0.01% 569
2017
Q4 		– Hold
0
– – – 664

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

Wagner Wealth Management (South Carolina)'s PATK Position: Q3 2018 in Review

Wagner Wealth Management (South Carolina) held its Patrick Industries (PATK) position steady in Q3 2018 at 26 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #644.

Wagner Wealth Management (South Carolina) first reported a position in PATK in Q1 2018 and has held it in 3 quarters since. 236 funds tracked by Wall St. Rank hold PATK as of Q3 2018.

  • Wagner Wealth Management (South Carolina) held 26 shares of Patrick Industries worth $1K as of Q3 2018.
  • Wagner Wealth Management (South Carolina) left its Patrick Industries share count unchanged in Q3 2018.
  • Patrick Industries made up ﹤0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q3 2018, its #644 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in Patrick Industries in Q1 2018 and has held it in 3 quarters since.
  • 236 funds tracked by Wall St. Rank held Patrick Industries as of Q3 2018.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2018, filed 5 Nov 2018.