CPA
QIPT

Capital Performance Advisors’s Quipt Home Medical QIPT Stock Holding History

Capital Performance Advisors’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
Q4 		– Sell
-7
Closed -$20 – 2066
2024
Q3 		$20 Buy
+7
New +$22 ﹤0.01% 2856

Other funds holding QIPT

CAM
Claret Asset Management Montreal, Quebec, Canada $837M AUM 25.51% 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
KWM
Kanen Wealth Management Coconut Creek, Florida $278M AUM 38.85% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Performance Advisors's QIPT Position: Q4 2024 in Review

Capital Performance Advisors sold out of Quipt Home Medical (QIPT) in Q4 2024, closing a stake of 7 shares — an estimated $20 sold.

Capital Performance Advisors first reported a position in QIPT in Q3 2024 and held it in 1 quarter. The position peaked at $20 in Q3 2024. 92 funds tracked by Wall St. Rank hold QIPT as of Q4 2024.

  • Capital Performance Advisors reported no remaining Quipt Home Medical position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 7 Quipt Home Medical shares in Q4 2024, an estimated $20.
  • Capital Performance Advisors first reported a position in Quipt Home Medical in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Quipt Home Medical position peaked at $20 in Q3 2024.
  • 92 funds tracked by Wall St. Rank held Quipt Home Medical as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.