RWM
QIPT

Ritholtz Wealth Management’s Quipt Home Medical QIPT Stock Holding History

Ritholtz Wealth Management’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
Q4 		– Sell
-19,792
Closed -$101K – 781
2023
Q3 		$101K Sell
19,792
-5,269
-21% -$28.2K ﹤0.01% 677
2023
Q2 		$134K Sell
25,061
-12,525
-33% -$73.9K 0.01% 646
2023
Q1 		$263K Buy
37,586
+19,440
+107% +$120K 0.01% 544
2022
Q4 		$85.5K Buy
18,146
+6,754
+59% +$29.5K ﹤0.01% 559
2022
Q3 		$48K Buy
+11,392
New +$56.9K ﹤0.01% 704

Other funds holding QIPT

CAM
Claret Asset Management Montreal, Quebec, Canada $928M AUM 25.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
NAM
NewGen Asset Management Toronto, Ontario, Canada $259M AUM 140.76% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Ritholtz Wealth Management's QIPT Position: Q4 2023 in Review

Ritholtz Wealth Management sold out of Quipt Home Medical (QIPT) in Q4 2023, closing a stake of 19,792 shares — an estimated $101K sold.

Ritholtz Wealth Management first reported a position in QIPT in Q3 2022 and held it in 5 quarters. The position peaked at $263K in Q1 2023. 85 funds tracked by Wall St. Rank hold QIPT as of Q4 2023.

  • Ritholtz Wealth Management reported no remaining Quipt Home Medical position as of Q4 2023 after selling out during the quarter.
  • Ritholtz Wealth Management sold 19,792 Quipt Home Medical shares in Q4 2023, an estimated $101K.
  • Ritholtz Wealth Management first reported a position in Quipt Home Medical in Q3 2022 and held it in 5 quarters.
  • Ritholtz Wealth Management's Quipt Home Medical position peaked at $263K in Q1 2023.
  • 85 funds tracked by Wall St. Rank held Quipt Home Medical as of Q4 2023.

Based on Ritholtz Wealth Management's 13F filing for Q4 2023, filed 18 Jan 2024.