JSW
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Journey Strategic Wealth’s inTEST INTT Stock Holding History

Journey Strategic Wealth’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
2023
Q1 		– Sell
-10,540
Closed -$109K – 267
2022
Q4 		$109K Hold
10,540
– – 0.01% 235
2022
Q3 		$80K Hold
10,540
– – 0.01% 176
2022
Q2 		$72K Buy
+10,540
New +$83.2K 0.01% 119

Other funds holding INTT

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
JIC
Juniper Investment Company New York $313M AUM 79.58% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
EI
EAM Investors Solana Beach, California $866M AUM 377.14% 1-Year Est. Return

Journey Strategic Wealth's INTT Position: Q1 2023 in Review

Journey Strategic Wealth sold out of inTEST (INTT) in Q1 2023, closing a stake of 10,540 shares — an estimated $109K sold.

Journey Strategic Wealth first reported a position in INTT in Q2 2022 and held it in 3 quarters. The position peaked at $109K in Q4 2022. 71 funds tracked by Wall St. Rank hold INTT as of Q1 2023.

  • Journey Strategic Wealth reported no remaining inTEST position as of Q1 2023 after selling out during the quarter.
  • Journey Strategic Wealth sold 10,540 inTEST shares in Q1 2023, an estimated $109K.
  • Journey Strategic Wealth first reported a position in inTEST in Q2 2022 and held it in 3 quarters.
  • Journey Strategic Wealth's inTEST position peaked at $109K in Q4 2022.
  • 71 funds tracked by Wall St. Rank held inTEST as of Q1 2023.

Based on Journey Strategic Wealth's 13F filing for Q1 2023, filed 12 May 2023.