BFPW
USPH icon

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 $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $153B AUM 38.14% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 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.