PWPS
QIPT

Pinnacle Wealth Planning Services’s Quipt Home Medical QIPT Stock Holding History

Pinnacle Wealth Planning Services’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
-34,922
Closed -$102K – 527
2024
Q3 		$102K Sell
34,922
-8,678
-20% -$26.8K 0.01% 508
2024
Q2 		$140K Buy
43,600
+32,264
+285% +$116K 0.02% 451
2024
Q1 		$49.5K Buy
+11,336
New +$51.2K 0.01% 504

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

Pinnacle Wealth Planning Services's QIPT Position: Q4 2024 in Review

Pinnacle Wealth Planning Services sold out of Quipt Home Medical (QIPT) in Q4 2024, closing a stake of 34,922 shares — an estimated $102K sold.

Pinnacle Wealth Planning Services first reported a position in QIPT in Q1 2024 and held it in 3 quarters. The position peaked at $140K in Q2 2024. 92 funds tracked by Wall St. Rank hold QIPT as of Q4 2024.

  • Pinnacle Wealth Planning Services reported no remaining Quipt Home Medical position as of Q4 2024 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 34,922 Quipt Home Medical shares in Q4 2024, an estimated $102K.
  • Pinnacle Wealth Planning Services first reported a position in Quipt Home Medical in Q1 2024 and held it in 3 quarters.
  • Pinnacle Wealth Planning Services's Quipt Home Medical position peaked at $140K in Q2 2024.
  • 92 funds tracked by Wall St. Rank held Quipt Home Medical as of Q4 2024.

Based on Pinnacle Wealth Planning Services's 13F filing for Q4 2024, filed 6 Feb 2025.