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Beaird Harris Wealth Management’s US Physical Therapy USPH Stock Holding History

Beaird Harris 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
2023
Q1 		– Hold
0
– – – 484
2022
Q4 		– Hold
0
– – – 738
2022
Q3 		– Sell
-111
Closed -$10.7K – 532
2022
Q2 		$12K Buy
+111
New +$11.8K ﹤0.01% 237

Other funds holding USPH

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Beaird Harris Wealth Management's USPH Position: Q1 2023 in Review

Beaird Harris Wealth Management held its US Physical Therapy (USPH) position steady in Q1 2023 at 0 shares worth $17. The position accounts for ﹤0.01% of the portfolio, ranked #484.

Beaird Harris Wealth Management first reported a position in USPH in Q2 2022 and has held it in 1 quarter since. The position peaked at $12K in Q2 2022. 200 funds tracked by Wall St. Rank hold USPH as of Q1 2023.

  • Beaird Harris Wealth Management held 0 shares of US Physical Therapy worth $17 as of Q1 2023.
  • Beaird Harris Wealth Management left its US Physical Therapy share count unchanged in Q1 2023.
  • US Physical Therapy made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q1 2023, its #484 holding.
  • Beaird Harris Wealth Management first reported a position in US Physical Therapy in Q2 2022 and has held it in 1 quarter since.
  • Beaird Harris Wealth Management's US Physical Therapy position peaked at $12K in Q2 2022.
  • 200 funds tracked by Wall St. Rank held US Physical Therapy as of Q1 2023.

Based on Beaird Harris Wealth Management's 13F filing for Q1 2023, filed 24 Apr 2023.