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Buckingham Strategic Wealth’s US Physical Therapy USPH Stock Holding History

Buckingham Strategic 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
Q2 		– Sell
-1,809
Closed -$204K – 848
2024
Q1 		$204K Buy
+1,809
New +$181K ﹤0.01% 702

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

Buckingham Strategic Wealth's USPH Position: Q2 2024 in Review

Buckingham Strategic Wealth sold out of US Physical Therapy (USPH) in Q2 2024, closing a stake of 1,809 shares — an estimated $204K sold.

Buckingham Strategic Wealth first reported a position in USPH in Q1 2024 and held it in 1 quarter. The position peaked at $204K in Q1 2024. 242 funds tracked by Wall St. Rank hold USPH as of Q2 2024.

  • Buckingham Strategic Wealth reported no remaining US Physical Therapy position as of Q2 2024 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 1,809 US Physical Therapy shares in Q2 2024, an estimated $204K.
  • Buckingham Strategic Wealth first reported a position in US Physical Therapy in Q1 2024 and held it in 1 quarter.
  • Buckingham Strategic Wealth's US Physical Therapy position peaked at $204K in Q1 2024.
  • 242 funds tracked by Wall St. Rank held US Physical Therapy as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.