Ownership history in Advisory Services Network, LLC Β· 16 quarters on record
This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in PATRICK INDS INC (PATK). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Advisory Services Network, LLC outperformed the S&P 500 by +18.2% annually on this PATK position. Timing score: 50% (5/10 decisions correct). Average cost basis: $52.36. Maximum drawdown during holding period: β57.4%.
π₯ Exceptional β beat the S&P 500 by 18.2% per year on this position.
15 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
5 of 10 add/trim decisions correct
Best entry: $17.45 (2018 Q4) Β· Worst: $102.63 (2025 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
7 adds Β· 4 trims. Bought during 2 of 4 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size