Avantax Advisory Services’s Universal Health Realty Income Trust UHT Stock Holding History

Avantax Advisory Services’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
2022 Q3	–	Sell	-4,378	Closed	-$233K	–	1381
2022 Q2	$233K	Buy	4,378 +302	+7%	+$16K	﹤0.01%	1132
2022 Q1	$240K	Sell	4,076 -304	-7%	-$17.6K	﹤0.01%	1112
2021 Q4	$260K	Sell	4,380 -1,676	-28%	-$97.5K	﹤0.01%	1048
2021 Q3	$337K	Buy	6,056 +324	+6%	+$19.1K	0.01%	876
2021 Q2	$350K	Buy	5,732 +409	+8%	+$27.7K	0.01%	843
2021 Q1	$358K	Buy	5,323 +835	+19%	+$54.9K	0.01%	737
2020 Q4	$289K	Sell	4,488 -2,993	-40%	-$182K	0.01%	741
2020 Q3	$428K	Buy	+7,481	New	+$505K	0.01%	857

Other funds holding UHT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Avantax Advisory Services's UHT Position: Q3 2022 in Review

Avantax Advisory Services sold out of Universal Health Realty Income Trust (UHT) in Q3 2022, closing a stake of 4,378 shares — an estimated $233K sold.

Avantax Advisory Services first reported a position in UHT in Q3 2020 and held it in 8 quarters. The position peaked at $428K in Q3 2020. 151 funds tracked by Wall St. Rank hold UHT as of Q3 2022.

Avantax Advisory Services reported no remaining Universal Health Realty Income Trust position as of Q3 2022 after selling out during the quarter.
Avantax Advisory Services sold 4,378 Universal Health Realty Income Trust shares in Q3 2022, an estimated $233K.
Avantax Advisory Services first reported a position in Universal Health Realty Income Trust in Q3 2020 and held it in 8 quarters.
Avantax Advisory Services's Universal Health Realty Income Trust position peaked at $428K in Q3 2020.
151 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q3 2022.

Based on Avantax Advisory Services's 13F filing for Q3 2022, filed 2 Nov 2022.