CPFP
QIPT

Clear Perspectives Financial Planning’s Quipt Home Medical QIPT Stock Holding History

Clear Perspectives Financial Planning’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
2021
Q4 		– Sell
-125
Closed -$1K – 232
2021
Q3 		$1K Buy
+125
New +$749 ﹤0.01% 209

Other funds holding QIPT

CAM
Claret Asset Management Montreal, Quebec, Canada $928M AUM 25.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AWCI
Alpine Woods Capital Investors Purchase, New York $417M AUM 26.83% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return

Clear Perspectives Financial Planning's QIPT Position: Q4 2021 in Review

Clear Perspectives Financial Planning sold out of Quipt Home Medical (QIPT) in Q4 2021, closing a stake of 125 shares — an estimated $1K sold.

Clear Perspectives Financial Planning first reported a position in QIPT in Q3 2021 and held it in 1 quarter. The position peaked at $1K in Q3 2021. 41 funds tracked by Wall St. Rank hold QIPT as of Q4 2021.

  • Clear Perspectives Financial Planning reported no remaining Quipt Home Medical position as of Q4 2021 after selling out during the quarter.
  • Clear Perspectives Financial Planning sold 125 Quipt Home Medical shares in Q4 2021, an estimated $1K.
  • Clear Perspectives Financial Planning first reported a position in Quipt Home Medical in Q3 2021 and held it in 1 quarter.
  • Clear Perspectives Financial Planning's Quipt Home Medical position peaked at $1K in Q3 2021.
  • 41 funds tracked by Wall St. Rank held Quipt Home Medical as of Q4 2021.

Based on Clear Perspectives Financial Planning's 13F filing for Q4 2021, filed 9 Feb 2022.