LWMM
PETQ

Legacy Wealth Management (Mississippi)’s PetIQ, Inc. Class A Common Stock PETQ Stock Holding History

Legacy Wealth Management (Mississippi)’s Portfolio PETQ Stock Details PETQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-42,920
Closed -$721K – 84
2022
Q2 		$721K Sell
42,920
-4,360
-9% -$80K 0.44% 58
2022
Q1 		$1.15M Buy
47,280
+5,075
+12% +$107K 0.6% 51
2021
Q4 		$958K Buy
42,205
+2,895
+7% +$67.7K 0.49% 51
2021
Q3 		$982K Buy
+39,310
New +$1.18M 0.53% 55

Other funds holding PETQ

EML
Eos Management LP New York $252M AUM 25.95% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AFR
Applied Fundamental Research Cambridge, Massachusetts $75.8M AUM 19.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
YCM
Yiheng Capital Management San Francisco, California $231M AUM 29.07% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

Legacy Wealth Management (Mississippi)'s PETQ Position: Q3 2022 in Review

Legacy Wealth Management (Mississippi) sold out of PetIQ, Inc. Class A Common Stock (PETQ) in Q3 2022, closing a stake of 42,920 shares — an estimated $721K sold.

Legacy Wealth Management (Mississippi) first reported a position in PETQ in Q3 2021 and held it in 4 quarters. The position peaked at $1.15M in Q1 2022. 145 funds tracked by Wall St. Rank hold PETQ as of Q3 2022.

  • Legacy Wealth Management (Mississippi) reported no remaining PetIQ, Inc. Class A Common Stock position as of Q3 2022 after selling out during the quarter.
  • Legacy Wealth Management (Mississippi) sold 42,920 PetIQ, Inc. Class A Common Stock shares in Q3 2022, an estimated $721K.
  • Legacy Wealth Management (Mississippi) first reported a position in PetIQ, Inc. Class A Common Stock in Q3 2021 and held it in 4 quarters.
  • Legacy Wealth Management (Mississippi)'s PetIQ, Inc. Class A Common Stock position peaked at $1.15M in Q1 2022.
  • 145 funds tracked by Wall St. Rank held PetIQ, Inc. Class A Common Stock as of Q3 2022.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q3 2022, filed 12 Dec 2024.