EP Wealth Advisors’s PetIQ, Inc. Class A Common Stock PETQ Stock Holding History

EP Wealth Advisors’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
2024 Q4	–	Sell	-8,556	Closed	-$263K	–	1341
2024 Q3	$263K	Buy	+8,556	New	+$231K	﹤0.01%	914

Other funds holding PETQ

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

EP Wealth Advisors's PETQ Position: Q4 2024 in Review

EP Wealth Advisors sold out of PetIQ, Inc. Class A Common Stock (PETQ) in Q4 2024, closing a stake of 8,556 shares — an estimated $263K sold.

EP Wealth Advisors first reported a position in PETQ in Q3 2024 and held it in 1 quarter. The position peaked at $263K in Q3 2024. 2 funds tracked by Wall St. Rank hold PETQ as of Q4 2024.

EP Wealth Advisors reported no remaining PetIQ, Inc. Class A Common Stock position as of Q4 2024 after selling out during the quarter.
EP Wealth Advisors sold 8,556 PetIQ, Inc. Class A Common Stock shares in Q4 2024, an estimated $263K.
EP Wealth Advisors first reported a position in PetIQ, Inc. Class A Common Stock in Q3 2024 and held it in 1 quarter.
EP Wealth Advisors's PetIQ, Inc. Class A Common Stock position peaked at $263K in Q3 2024.
2 funds tracked by Wall St. Rank held PetIQ, Inc. Class A Common Stock as of Q4 2024.

Based on EP Wealth Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.