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BDO Wealth Advisors’s Universal Health Services UHS Stock Holding History

BDO Wealth Advisors’s Portfolio UHS Stock Details UHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-30
Closed -$3K – 1083
2022
Q3 		$3K Buy
+30
New +$3.1K ﹤0.01% 900

Other funds holding UHS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BDO Wealth Advisors's UHS Position: Q4 2022 in Review

BDO Wealth Advisors sold out of Universal Health Services (UHS) in Q4 2022, closing a stake of 30 shares — an estimated $3K sold.

BDO Wealth Advisors first reported a position in UHS in Q3 2022 and held it in 1 quarter. The position peaked at $3K in Q3 2022. 435 funds tracked by Wall St. Rank hold UHS as of Q4 2022.

  • BDO Wealth Advisors reported no remaining Universal Health Services position as of Q4 2022 after selling out during the quarter.
  • BDO Wealth Advisors sold 30 Universal Health Services shares in Q4 2022, an estimated $3K.
  • BDO Wealth Advisors first reported a position in Universal Health Services in Q3 2022 and held it in 1 quarter.
  • BDO Wealth Advisors's Universal Health Services position peaked at $3K in Q3 2022.
  • 435 funds tracked by Wall St. Rank held Universal Health Services as of Q4 2022.

Based on BDO Wealth Advisors's 13F filing for Q4 2022, filed 27 Jan 2023.