IA
QTEK

IFP Advisors’s QualTek Services Inc. Class A Common Stock QTEK Stock Holding History

IFP Advisors’s Portfolio QTEK Stock Details QTEK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-30,000
Closed -$244K – 4605
2022
Q4 		$244K Hold
30,000
– – 0.01% 1255
2022
Q3 		$244K Buy
+30,000
New +$47K 0.01% 1294

Other funds holding QTEK

LA
Legacy Advisors Plymouth Meeting, Pennsylvania $1.07B AUM 26.49% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SW
SkyOak Wealth Southfield, Michigan $612M AUM 23.73% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
PPW
PACK Private Wealth Wayzata, Minnesota $241M AUM 24.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

IFP Advisors's QTEK Position: Q1 2023 in Review

IFP Advisors sold out of QualTek Services Inc. Class A Common Stock (QTEK) in Q1 2023, closing a stake of 30,000 shares — an estimated $244K sold.

IFP Advisors first reported a position in QTEK in Q3 2022 and held it in 2 quarters. The position peaked at $244K in Q4 2022. 16 funds tracked by Wall St. Rank hold QTEK as of Q1 2023.

  • IFP Advisors reported no remaining QualTek Services Inc. Class A Common Stock position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 30,000 QualTek Services Inc. Class A Common Stock shares in Q1 2023, an estimated $244K.
  • IFP Advisors first reported a position in QualTek Services Inc. Class A Common Stock in Q3 2022 and held it in 2 quarters.
  • IFP Advisors's QualTek Services Inc. Class A Common Stock position peaked at $244K in Q4 2022.
  • 16 funds tracked by Wall St. Rank held QualTek Services Inc. Class A Common Stock as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.