PWS
QIPT

Precision Wealth Strategies’s Quipt Home Medical QIPT Stock Holding History

Precision Wealth Strategies’s Portfolio QIPT Stock Details QIPT Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
2022
Q4 		$131K Sell
2022
Q3 		$119K Sell
2022
Q2 		$222K Sell
2022
Q1 		$206K Sell
2021
Q4 		$291K Buy
2021
Q3 		$255K Buy
2021
Q2 		$176K Buy

Other funds holding QIPT

CAM
Claret Asset Management Montreal, Quebec, Canada $837M AUM 25.51% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
VCIM
Velan Capital Investment Management Alpharetta, Georgia $160M AUM 517.12% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Precision Wealth Strategies's QIPT Position: Q1 2023 in Review

Precision Wealth Strategies sold out of Quipt Home Medical (QIPT) in Q1 2023, closing a stake of 27,824 shares — an estimated $131K sold.

Precision Wealth Strategies first reported a position in QIPT in Q2 2021 and held it in 7 quarters. The position peaked at $291K in Q4 2021. 68 funds tracked by Wall St. Rank hold QIPT as of Q1 2023.

  • Precision Wealth Strategies reported no remaining Quipt Home Medical position as of Q1 2023 after selling out during the quarter.
  • Precision Wealth Strategies sold 27,824 Quipt Home Medical shares in Q1 2023, an estimated $131K.
  • Precision Wealth Strategies first reported a position in Quipt Home Medical in Q2 2021 and held it in 7 quarters.
  • Precision Wealth Strategies's Quipt Home Medical position peaked at $291K in Q4 2021.
  • 68 funds tracked by Wall St. Rank held Quipt Home Medical as of Q1 2023.

Based on Precision Wealth Strategies's 13F filing for Q1 2023, filed 4 May 2023.