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WR Wealth Planners’s Patrick Industries PATK Stock Holding History

WR Wealth Planners’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
2024
Q4 		$1.08K Sell
13
-1
-7% -$89 ﹤0.01% 923
2024
Q3 		$1.28K Hold
14
– – ﹤0.01% 952
2024
Q2 		$977 Buy
14
+6
+75% +$439 ﹤0.01% 956
2024
Q1 		$597 Buy
+8
New +$574 ﹤0.01% 1019

Other funds holding PATK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

WR Wealth Planners's PATK Position: Q4 2024 in Review

WR Wealth Planners reduced its Patrick Industries (PATK) stake by 7.1% in Q4 2024, selling an estimated $89 and leaving 13 shares worth $1.08K. The position accounts for ﹤0.01% of the portfolio, ranked #923.

WR Wealth Planners first reported a position in PATK in Q1 2024 and has held it in 4 quarters since. The position peaked at $1.28K in Q3 2024. 303 funds tracked by Wall St. Rank hold PATK as of Q4 2024.

  • WR Wealth Planners held 13 shares of Patrick Industries worth $1.08K as of Q4 2024.
  • WR Wealth Planners sold 1 Patrick Industries share in Q4 2024, an estimated $89.
  • Patrick Industries made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #923 holding.
  • WR Wealth Planners first reported a position in Patrick Industries in Q1 2024 and has held it in 4 quarters since.
  • WR Wealth Planners's Patrick Industries position peaked at $1.28K in Q3 2024.
  • 303 funds tracked by Wall St. Rank held Patrick Industries as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.