BCWM
PETQ

Bartlett & Co Wealth Management’s PetIQ, Inc. Class A Common Stock PETQ Stock Holding History

Bartlett & Co Wealth Management’s Portfolio PETQ Stock Details PETQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-39
Closed -$1.5K – 1206
2020
Q4 		$1.5K Buy
+39
New +$1.21K ﹤0.01% 967

Other funds holding PETQ

FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EML
Eos Management LP New York $233M AUM 24.25% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bartlett & Co Wealth Management's PETQ Position: Q1 2021 in Review

Bartlett & Co Wealth Management sold out of PetIQ, Inc. Class A Common Stock (PETQ) in Q1 2021, closing a stake of 39 shares — an estimated $1.5K sold.

Bartlett & Co Wealth Management first reported a position in PETQ in Q4 2020 and held it in 1 quarter. The position peaked at $1.5K in Q4 2020. 137 funds tracked by Wall St. Rank hold PETQ as of Q1 2021.

  • Bartlett & Co Wealth Management reported no remaining PetIQ, Inc. Class A Common Stock position as of Q1 2021 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 39 PetIQ, Inc. Class A Common Stock shares in Q1 2021, an estimated $1.5K.
  • Bartlett & Co Wealth Management first reported a position in PetIQ, Inc. Class A Common Stock in Q4 2020 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's PetIQ, Inc. Class A Common Stock position peaked at $1.5K in Q4 2020.
  • 137 funds tracked by Wall St. Rank held PetIQ, Inc. Class A Common Stock as of Q1 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2021, filed 14 Feb 2024.