AWA
UHT

Arkadios Wealth Advisors’s Universal Health Realty Income Trust UHT Stock Holding History

Arkadios Wealth Advisors’s Portfolio UHT Stock Details UHT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-33
Closed -$1K – 1708
2021
Q3 		$1K Hold
33
– – ﹤0.01% 1835
2021
Q2 		$2K Hold
33
– – ﹤0.01% 1870
2021
Q1 		$2K Hold
33
– – ﹤0.01% 1549
2020
Q4 		$2K Buy
+33
New +$2K ﹤0.01% 1283

Other funds holding UHT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Arkadios Wealth Advisors's UHT Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Universal Health Realty Income Trust (UHT) in Q4 2021, closing a stake of 33 shares — an estimated $1K sold.

Arkadios Wealth Advisors first reported a position in UHT in Q4 2020 and held it in 4 quarters. The position peaked at $2K in Q2 2021. 165 funds tracked by Wall St. Rank hold UHT as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Universal Health Realty Income Trust position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 33 Universal Health Realty Income Trust shares in Q4 2021, an estimated $1K.
  • Arkadios Wealth Advisors first reported a position in Universal Health Realty Income Trust in Q4 2020 and held it in 4 quarters.
  • Arkadios Wealth Advisors's Universal Health Realty Income Trust position peaked at $2K in Q2 2021.
  • 165 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.