Texas Capital Bank Wealth Management Services’s Quipt Home Medical QIPT Stock Holding History

Texas Capital Bank Wealth Management 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 Q3	–	Sell	-25,000	Closed	-$80.5K	–	227
2024 Q2	$80.5K	Hold	25,000	–	–	0.01%	190
2024 Q1	$109K	Hold	25,000	–	–	0.01%	187
2023 Q4	$127K	Hold	25,000	–	–	0.02%	186
2023 Q3	$127K	Hold	25,000	–	–	0.02%	192
2023 Q2	$134K	Buy	+25,000	New	+$148K	0.01%	214

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 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

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Texas Capital Bank Wealth Management Services's QIPT Position: Q3 2024 in Review

Texas Capital Bank Wealth Management Services sold out of Quipt Home Medical (QIPT) in Q3 2024, closing a stake of 25,000 shares — an estimated $80.5K sold.

Texas Capital Bank Wealth Management Services first reported a position in QIPT in Q2 2023 and held it in 5 quarters. The position peaked at $134K in Q2 2023. 92 funds tracked by Wall St. Rank hold QIPT as of Q3 2024.

Texas Capital Bank Wealth Management Services reported no remaining Quipt Home Medical position as of Q3 2024 after selling out during the quarter.
Texas Capital Bank Wealth Management Services sold 25,000 Quipt Home Medical shares in Q3 2024, an estimated $80.5K.
Texas Capital Bank Wealth Management Services first reported a position in Quipt Home Medical in Q2 2023 and held it in 5 quarters.
Texas Capital Bank Wealth Management Services's Quipt Home Medical position peaked at $134K in Q2 2023.
92 funds tracked by Wall St. Rank held Quipt Home Medical as of Q3 2024.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q3 2024, filed 14 Nov 2024.