BC
IVP

Bartlett & Co’s Inspire Veterinary Partners IVP Stock Holding History

Bartlett & Co’s Portfolio IVP Stock Details IVP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$47K Sell
52
-7
-12% -$12.2K ﹤0.01% 717
2023
Q3 		$198K Buy
+59
New +$282K ﹤0.01% 447

Other funds holding IVP

HWM
Hohimer Wealth Management Seattle, Washington $847M AUM 29.89% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
EWM
Executive Wealth Management Brighton, Michigan $1.28B AUM 16.54% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bartlett & Co's IVP Position: Q4 2023 in Review

Bartlett & Co reduced its Inspire Veterinary Partners (IVP) stake by 12% in Q4 2023, selling an estimated $12.2K and leaving 52 shares worth $47K. The position accounts for ﹤0.01% of the portfolio, ranked #717.

Bartlett & Co first reported a position in IVP in Q3 2023 and has held it in 2 quarters since. The position peaked at $198K in Q3 2023. 8 funds tracked by Wall St. Rank hold IVP as of Q4 2023.

  • Bartlett & Co held 52 shares of Inspire Veterinary Partners worth $47K as of Q4 2023.
  • Bartlett & Co sold 7 Inspire Veterinary Partners shares in Q4 2023, an estimated $12.2K.
  • Inspire Veterinary Partners made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #717 holding.
  • Bartlett & Co first reported a position in Inspire Veterinary Partners in Q3 2023 and has held it in 2 quarters since.
  • Bartlett & Co's Inspire Veterinary Partners position peaked at $198K in Q3 2023.
  • 8 funds tracked by Wall St. Rank held Inspire Veterinary Partners as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.