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

Avior 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
2024
Q2 		– Sell
-303
Closed -$34.2K – 3668
2024
Q1 		$34.2K Buy
+303
New +$30.3K ﹤0.01% 1377

Other funds holding USPH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Avior Wealth Management's USPH Position: Q2 2024 in Review

Avior Wealth Management sold out of US Physical Therapy (USPH) in Q2 2024, closing a stake of 303 shares — an estimated $34.2K sold.

Avior Wealth Management first reported a position in USPH in Q1 2024 and held it in 1 quarter. The position peaked at $34.2K in Q1 2024. 242 funds tracked by Wall St. Rank hold USPH as of Q2 2024.

  • Avior Wealth Management reported no remaining US Physical Therapy position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 303 US Physical Therapy shares in Q2 2024, an estimated $34.2K.
  • Avior Wealth Management first reported a position in US Physical Therapy in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's US Physical Therapy position peaked at $34.2K in Q1 2024.
  • 242 funds tracked by Wall St. Rank held US Physical Therapy as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.