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Atria Wealth Solutions’s US Physical Therapy USPH Stock Holding History

Atria Wealth Solutions’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
2022
Q4 		– Sell
-3,273
Closed -$249K – 1888
2022
Q3 		$249K Buy
+3,273
New +$315K ﹤0.01% 1421

Other funds holding USPH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return

Atria Wealth Solutions's USPH Position: Q4 2022 in Review

Atria Wealth Solutions sold out of US Physical Therapy (USPH) in Q4 2022, closing a stake of 3,273 shares — an estimated $249K sold.

Atria Wealth Solutions first reported a position in USPH in Q3 2022 and held it in 1 quarter. The position peaked at $249K in Q3 2022. 195 funds tracked by Wall St. Rank hold USPH as of Q4 2022.

  • Atria Wealth Solutions reported no remaining US Physical Therapy position as of Q4 2022 after selling out during the quarter.
  • Atria Wealth Solutions sold 3,273 US Physical Therapy shares in Q4 2022, an estimated $249K.
  • Atria Wealth Solutions first reported a position in US Physical Therapy in Q3 2022 and held it in 1 quarter.
  • Atria Wealth Solutions's US Physical Therapy position peaked at $249K in Q3 2022.
  • 195 funds tracked by Wall St. Rank held US Physical Therapy as of Q4 2022.

Based on Atria Wealth Solutions's 13F filing for Q4 2022, filed 13 Feb 2023.