AWM
QIPT

Avior Wealth Management’s Quipt Home Medical QIPT Stock Holding History

Avior Wealth Management’s Portfolio QIPT Stock Details QIPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-8
Closed -$34 – 3375
2024
Q1 		$34 Buy
+8
New +$36 ﹤0.01% 3580

Other funds holding QIPT

CAM
Claret Asset Management Montreal, Quebec, Canada $928M AUM 25.4% 1-Year Est. Return
FCM
Forager Capital Management Birmingham, Alabama $201M AUM 9.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Avior Wealth Management's QIPT Position: Q2 2024 in Review

Avior Wealth Management sold out of Quipt Home Medical (QIPT) in Q2 2024, closing a stake of 8 shares — an estimated $34 sold.

Avior Wealth Management first reported a position in QIPT in Q1 2024 and held it in 1 quarter. The position peaked at $34 in Q1 2024. 90 funds tracked by Wall St. Rank hold QIPT as of Q2 2024.

  • Avior Wealth Management reported no remaining Quipt Home Medical position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 8 Quipt Home Medical shares in Q2 2024, an estimated $34.
  • Avior Wealth Management first reported a position in Quipt Home Medical in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Quipt Home Medical position peaked at $34 in Q1 2024.
  • 90 funds tracked by Wall St. Rank held Quipt Home Medical as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.