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

Precision Wealth Strategies’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
2023 Q1	–	Sell	-27,824	Closed	-$131K	–	107
2022 Q4	$131K	Sell	27,824 -1,748	-6%	-$7.63K	0.14%	100
2022 Q3	$119K	Sell	29,572 -12,194	-29%	-$60.9K	0.1%	123
2022 Q2	$222K	Sell	41,766 -5,082	-11%	-$23.4K	0.17%	126
2022 Q1	$206K	Sell	46,848 -5,054	-10%	-$25.6K	0.12%	165
2021 Q4	$291K	Buy	51,902 +11,531	+29%	+$67.3K	0.21%	106
2021 Q3	$255K	Buy	40,371 +12,373	+44%	+$74.2K	0.2%	107
2021 Q2	$176K	Buy	+27,998	New	+$171K	0.15%	110

Other funds holding QIPT

CAM

Claret Asset Management Montreal, Quebec, Canada $928M AUM 25.4% 1-Year Est. Return

HIM

Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return

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, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

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.