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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s inTEST INTT Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Portfolio INTT Stock Details INTT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-16,812
Closed -$144K – 502
2024
Q4 		$144K Hold
16,812
– – 0.06% 162
2024
Q3 		$123K Buy
16,812
+5,267
+46% +$43.7K 0.06% 139
2024
Q2 		$114K Buy
11,545
+2,600
+29% +$27.8K 0.07% 136
2024
Q1 		$119K Buy
+8,945
New +$106K 0.08% 135

Other funds holding INTT

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CM
CM Management Gulf Breeze, Florida $120M AUM 37.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s INTT Position: Q1 2025 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of inTEST (INTT) in Q1 2025, closing a stake of 16,812 shares — an estimated $144K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in INTT in Q1 2024 and held it in 4 quarters. The position peaked at $144K in Q4 2024. 51 funds tracked by Wall St. Rank hold INTT as of Q1 2025.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining inTEST position as of Q1 2025 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 16,812 inTEST shares in Q1 2025, an estimated $144K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in inTEST in Q1 2024 and held it in 4 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s inTEST position peaked at $144K in Q4 2024.
  • 51 funds tracked by Wall St. Rank held inTEST as of Q1 2025.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q1 2025, filed 7 Aug 2026.