YorkBridge Wealth Partners’s Patrick Industries PATK Stock Holding History

YorkBridge Wealth Partners’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 Q4	–	Sell	-561	Closed	-$21K	–	756
2018 Q3	$21K	Sell	561 -107	-16%	-$4.4K	0.01%	512
2018 Q2	$25K	Buy	668 +15	+2%	+$591	0.01%	476
2018 Q1	$25K	Buy	653 +47	+8%	+$2.03K	0.01%	473
2017 Q4	$24K	Buy	606 +1	+0.2%	+$41	0.01%	468
2017 Q3	$23K	Hold	605	–	–	0.01%	488
2017 Q2	$20K	Hold	605	–	–	0.01%	514
2017 Q1	$20K	Buy	605 +198	+49%	+$6.84K	0.01%	509
2016 Q4	$13K	Buy	+407	New	+$12K	0.01%	534

Other funds holding PATK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

GJL

Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

YorkBridge Wealth Partners's PATK Position: Q4 2018 in Review

YorkBridge Wealth Partners sold out of Patrick Industries (PATK) in Q4 2018, closing a stake of 561 shares — an estimated $21K sold.

YorkBridge Wealth Partners first reported a position in PATK in Q4 2016 and held it in 8 quarters. The position peaked at $25K in Q2 2018. 210 funds tracked by Wall St. Rank hold PATK as of Q4 2018.

YorkBridge Wealth Partners reported no remaining Patrick Industries position as of Q4 2018 after selling out during the quarter.
YorkBridge Wealth Partners sold 561 Patrick Industries shares in Q4 2018, an estimated $21K.
YorkBridge Wealth Partners first reported a position in Patrick Industries in Q4 2016 and held it in 8 quarters.
YorkBridge Wealth Partners's Patrick Industries position peaked at $25K in Q2 2018.
210 funds tracked by Wall St. Rank held Patrick Industries as of Q4 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2018, filed 14 Feb 2019.