IFG
PPIH

Independent Financial Group’s Perma-Pipe International PPIH Stock Holding History

Independent Financial Group’s Portfolio PPIH Stock Details PPIH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-33,275
Closed -$272K – 996
2023
Q3 		$272K Hold
33,275
– – 0.02% 700
2023
Q2 		$316K Sell
33,275
-400
-1% -$4.21K 0.02% 627
2023
Q1 		$360K Buy
33,675
+17,875
+113% +$186K 0.03% 547
2022
Q4 		$149K Sell
15,800
-800
-5% -$7.58K 0.01% 740
2022
Q3 		$157K Hold
16,600
– – 0.01% 688
2022
Q2 		$149K Buy
+16,600
New +$185K 0.02% 659

Other funds holding PPIH

WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CSC
Caldwell Sutter Capital Sausalito, California $246M AUM 23.62% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
ICM
IMS Capital Management Portland, Oregon $217M AUM 18.69% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

Independent Financial Group's PPIH Position: Q4 2023 in Review

Independent Financial Group sold out of Perma-Pipe International (PPIH) in Q4 2023, closing a stake of 33,275 shares — an estimated $272K sold.

Independent Financial Group first reported a position in PPIH in Q2 2022 and held it in 6 quarters. The position peaked at $360K in Q1 2023. 26 funds tracked by Wall St. Rank hold PPIH as of Q4 2023.

  • Independent Financial Group reported no remaining Perma-Pipe International position as of Q4 2023 after selling out during the quarter.
  • Independent Financial Group sold 33,275 Perma-Pipe International shares in Q4 2023, an estimated $272K.
  • Independent Financial Group first reported a position in Perma-Pipe International in Q2 2022 and held it in 6 quarters.
  • Independent Financial Group's Perma-Pipe International position peaked at $360K in Q1 2023.
  • 26 funds tracked by Wall St. Rank held Perma-Pipe International as of Q4 2023.

Based on Independent Financial Group's 13F filing for Q4 2023, filed 12 Jun 2026.