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Capital Asset Advisory Services’s Universal Health Services UHS Stock Holding History

Capital Asset Advisory Services’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
2021
Q1 		– Sell
-193
Closed -$27K – 1459
2020
Q4 		$27K Buy
+193
New +$24K ﹤0.01% 780

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
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State Street
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First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Asset Advisory Services's UHS Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of Universal Health Services (UHS) in Q1 2021, closing a stake of 193 shares — an estimated $27K sold.

Capital Asset Advisory Services first reported a position in UHS in Q4 2020 and held it in 1 quarter. The position peaked at $27K in Q4 2020. 465 funds tracked by Wall St. Rank hold UHS as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining Universal Health Services position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 193 Universal Health Services shares in Q1 2021, an estimated $27K.
  • Capital Asset Advisory Services first reported a position in Universal Health Services in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's Universal Health Services position peaked at $27K in Q4 2020.
  • 465 funds tracked by Wall St. Rank held Universal Health Services as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.