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Wealthspire Advisors (Maryland)’s Patrick Industries PATK Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-128
Closed -$4K – 1546
2019
Q1 		$4K Hold
128
– – ﹤0.01% 1917
2018
Q4 		$3K Buy
128
+32
+33% +$907 ﹤0.01% 1968
2018
Q3 		$4K Buy
96
+33
+52% +$1.36K ﹤0.01% 1917
2018
Q2 		$2K Buy
63
+13
+26% +$512 ﹤0.01% 2181
2018
Q1 		$2K Hold
50
– – ﹤0.01% 2196
2017
Q4 		$2K Buy
50
+41
+456% +$1.69K ﹤0.01% 2149
2017
Q3 		$0 Buy
+9
New +$297 ﹤0.01% 2403

Other funds holding PATK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $481B AUM 30.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s PATK Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Patrick Industries (PATK) in Q2 2019, closing a stake of 128 shares — an estimated $4K sold.

Wealthspire Advisors (Maryland) first reported a position in PATK in Q3 2017 and held it in 7 quarters. The position peaked at $4K in Q1 2019. 192 funds tracked by Wall St. Rank hold PATK as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Patrick Industries position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 128 Patrick Industries shares in Q2 2019, an estimated $4K.
  • Wealthspire Advisors (Maryland) first reported a position in Patrick Industries in Q3 2017 and held it in 7 quarters.
  • Wealthspire Advisors (Maryland)'s Patrick Industries position peaked at $4K in Q1 2019.
  • 192 funds tracked by Wall St. Rank held Patrick Industries as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.