IAA
QIPT

Independent Advisor Alliance’s Quipt Home Medical QIPT Stock Holding History

Independent Advisor Alliance’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
2022
Q1 		– Sell
-10,759
Closed -$60K – 723
2021
Q4 		$60K Buy
10,759
+334
+3% +$1.95K ﹤0.01% 651
2021
Q3 		$66K Buy
+10,425
New +$62.5K ﹤0.01% 617

Other funds holding QIPT

CAM
Claret Asset Management Montreal, Quebec, Canada $928M AUM 25.4% 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
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return

Independent Advisor Alliance's QIPT Position: Q1 2022 in Review

Independent Advisor Alliance sold out of Quipt Home Medical (QIPT) in Q1 2022, closing a stake of 10,759 shares — an estimated $60K sold.

Independent Advisor Alliance first reported a position in QIPT in Q3 2021 and held it in 2 quarters. The position peaked at $66K in Q3 2021. 32 funds tracked by Wall St. Rank hold QIPT as of Q1 2022.

  • Independent Advisor Alliance reported no remaining Quipt Home Medical position as of Q1 2022 after selling out during the quarter.
  • Independent Advisor Alliance sold 10,759 Quipt Home Medical shares in Q1 2022, an estimated $60K.
  • Independent Advisor Alliance first reported a position in Quipt Home Medical in Q3 2021 and held it in 2 quarters.
  • Independent Advisor Alliance's Quipt Home Medical position peaked at $66K in Q3 2021.
  • 32 funds tracked by Wall St. Rank held Quipt Home Medical as of Q1 2022.

Based on Independent Advisor Alliance's 13F filing for Q1 2022, filed 6 May 2022.