CPG
QIPT

Cornerstone Planning Group’s Quipt Home Medical QIPT Stock Holding History

Cornerstone Planning Group’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
Q3 		– Sell
-168
Closed -$594 – 1352
2024
Q2 		$594 Buy
+168
New +$603 ﹤0.01% 1050

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
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
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Cornerstone Planning Group's QIPT Position: Q3 2024 in Review

Cornerstone Planning Group sold out of Quipt Home Medical (QIPT) in Q3 2024, closing a stake of 168 shares — an estimated $594 sold.

Cornerstone Planning Group first reported a position in QIPT in Q2 2024 and held it in 1 quarter. The position peaked at $594 in Q2 2024. 92 funds tracked by Wall St. Rank hold QIPT as of Q3 2024.

  • Cornerstone Planning Group reported no remaining Quipt Home Medical position as of Q3 2024 after selling out during the quarter.
  • Cornerstone Planning Group sold 168 Quipt Home Medical shares in Q3 2024, an estimated $594.
  • Cornerstone Planning Group first reported a position in Quipt Home Medical in Q2 2024 and held it in 1 quarter.
  • Cornerstone Planning Group's Quipt Home Medical position peaked at $594 in Q2 2024.
  • 92 funds tracked by Wall St. Rank held Quipt Home Medical as of Q3 2024.

Based on Cornerstone Planning Group's 13F filing for Q3 2024, filed 5 Nov 2024.