JPWM
QIPT

Jamison Private Wealth Management’s Quipt Home Medical QIPT Stock Holding History

Jamison Private Wealth Management’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
2024
Q4 		– Sell
-8,000
Closed – – 398
2024
Q3 		$0 Hold
8,000
– – ﹤0.01% 492
2024
Q2 		$0 Hold
8,000
– – ﹤0.01% 513
2024
Q1 		$0 Buy
+8,000
New +$36.1K ﹤0.01% 517

Other funds holding QIPT

CAM
Claret Asset Management Montreal, Quebec, Canada $928M AUM 25.4% 1-Year Est. Return
FCM
Forager Capital Management Birmingham, Alabama $201M AUM 9.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
KWM
Kanen Wealth Management Coconut Creek, Florida $278M AUM 38.85% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jamison Private Wealth Management's QIPT Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of Quipt Home Medical (QIPT) in Q4 2024, closing a stake of 8,000 shares.

Jamison Private Wealth Management first reported a position in QIPT in Q1 2024 and held it in 3 quarters. The position peaked at $0 in Q3 2024. 92 funds tracked by Wall St. Rank hold QIPT as of Q4 2024.

  • Jamison Private Wealth Management reported no remaining Quipt Home Medical position as of Q4 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 8,000 Quipt Home Medical shares in Q4 2024.
  • Jamison Private Wealth Management first reported a position in Quipt Home Medical in Q1 2024 and held it in 3 quarters.
  • Jamison Private Wealth Management's Quipt Home Medical position peaked at $0 in Q3 2024.
  • 92 funds tracked by Wall St. Rank held Quipt Home Medical as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.