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BOK Financial Private Wealth’s US Physical Therapy USPH Stock Holding History

BOK Financial Private Wealth’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
Q1 		– Sell
-23
Closed -$2.14K – 551
2023
Q4 		$2.14K Buy
+23
New +$2.02K ﹤0.01% 454

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

BOK Financial Private Wealth's USPH Position: Q1 2024 in Review

BOK Financial Private Wealth sold out of US Physical Therapy (USPH) in Q1 2024, closing a stake of 23 shares — an estimated $2.14K sold.

BOK Financial Private Wealth first reported a position in USPH in Q4 2023 and held it in 1 quarter. The position peaked at $2.14K in Q4 2023. 236 funds tracked by Wall St. Rank hold USPH as of Q1 2024.

  • BOK Financial Private Wealth reported no remaining US Physical Therapy position as of Q1 2024 after selling out during the quarter.
  • BOK Financial Private Wealth sold 23 US Physical Therapy shares in Q1 2024, an estimated $2.14K.
  • BOK Financial Private Wealth first reported a position in US Physical Therapy in Q4 2023 and held it in 1 quarter.
  • BOK Financial Private Wealth's US Physical Therapy position peaked at $2.14K in Q4 2023.
  • 236 funds tracked by Wall St. Rank held US Physical Therapy as of Q1 2024.

Based on BOK Financial Private Wealth's 13F filing for Q1 2024, filed 1 May 2024.