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Baker Tilly Wealth Management’s US Physical Therapy USPH Stock Holding History

Baker Tilly 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
-3,890
Closed -$439K – 410
2024
Q1 		$439K Buy
3,890
+74
+2% +$7.39K 0.08% 285
2023
Q4 		$355K Buy
3,816
+452
+13% +$39.8K 0.06% 361
2023
Q3 		$309K Sell
3,364
-821
-20% -$88.2K 0.05% 361
2023
Q2 		$508K Sell
4,185
-287
-6% -$30.9K 0.05% 334
2023
Q1 		$438K Buy
4,472
+629
+16% +$60K 0.05% 368
2022
Q4 		$311K Sell
3,843
-219
-5% -$18.4K 0.04% 426
2022
Q3 		$309K Buy
4,062
+1,825
+82% +$175K 0.04% 403
2022
Q2 		$244K Sell
2,237
-24
-1% -$2.55K 0.03% 441
2022
Q1 		$225K Buy
2,261
+122
+6% +$11.6K 0.02% 479
2021
Q4 		$204K Sell
2,139
-185
-8% -$18.5K 0.02% 505
2021
Q3 		$257K Buy
2,324
+244
+12% +$27.8K 0.03% 435
2021
Q2 		$241K Buy
+2,080
New +$239K 0.04% 441

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

Baker Tilly Wealth Management's USPH Position: Q2 2024 in Review

Baker Tilly Wealth Management sold out of US Physical Therapy (USPH) in Q2 2024, closing a stake of 3,890 shares — an estimated $439K sold.

Baker Tilly Wealth Management first reported a position in USPH in Q2 2021 and held it in 12 quarters. The position peaked at $508K in Q2 2023. 242 funds tracked by Wall St. Rank hold USPH as of Q2 2024.

  • Baker Tilly Wealth Management reported no remaining US Physical Therapy position as of Q2 2024 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 3,890 US Physical Therapy shares in Q2 2024, an estimated $439K.
  • Baker Tilly Wealth Management first reported a position in US Physical Therapy in Q2 2021 and held it in 12 quarters.
  • Baker Tilly Wealth Management's US Physical Therapy position peaked at $508K in Q2 2023.
  • 242 funds tracked by Wall St. Rank held US Physical Therapy as of Q2 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2024, filed 18 Jul 2024.