AWM
USPH icon

AE Wealth Management’s US Physical Therapy USPH Stock Holding History

AE Wealth Management’s Portfolio USPH Stock Details USPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-2,130
Closed -$244K – 1278
2019
Q4 		$244K Sell
2,130
-713
-25% -$88.8K 0.01% 987
2019
Q3 		$371K Sell
2,843
-1,526
-35% -$199K 0.01% 703
2019
Q2 		$536K Buy
4,369
+1,662
+61% +$191K 0.02% 563
2019
Q1 		$284K Buy
+2,707
New +$291K 0.02% 481

Other funds holding USPH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

AE Wealth Management's USPH Position: Q1 2020 in Review

AE Wealth Management sold out of US Physical Therapy (USPH) in Q1 2020, closing a stake of 2,130 shares — an estimated $244K sold.

AE Wealth Management first reported a position in USPH in Q1 2019 and held it in 4 quarters. The position peaked at $536K in Q2 2019. 196 funds tracked by Wall St. Rank hold USPH as of Q1 2020.

  • AE Wealth Management reported no remaining US Physical Therapy position as of Q1 2020 after selling out during the quarter.
  • AE Wealth Management sold 2,130 US Physical Therapy shares in Q1 2020, an estimated $244K.
  • AE Wealth Management first reported a position in US Physical Therapy in Q1 2019 and held it in 4 quarters.
  • AE Wealth Management's US Physical Therapy position peaked at $536K in Q2 2019.
  • 196 funds tracked by Wall St. Rank held US Physical Therapy as of Q1 2020.

Based on AE Wealth Management's 13F filing for Q1 2020, filed 7 May 2020.