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Carolinas Wealth Consulting’s US Physical Therapy USPH Stock Holding History

Carolinas Wealth Consulting’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
-3
Closed -$237 – 1158
2023
Q4 		$237 Buy
3
+1
+50% +$88 ﹤0.01% 980
2023
Q3 		$208 Sell
2
-2
-50% -$215 ﹤0.01% 1004
2023
Q2 		$487 Buy
4
+1
+33% +$108 ﹤0.01% 992
2023
Q1 		$295 Hold
3
– – ﹤0.01% 1042
2022
Q4 		$243 Buy
+3
New +$252 ﹤0.01% 1051

Other funds holding USPH

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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

Carolinas Wealth Consulting's USPH Position: Q1 2024 in Review

Carolinas Wealth Consulting sold out of US Physical Therapy (USPH) in Q1 2024, closing a stake of 3 shares — an estimated $237 sold.

Carolinas Wealth Consulting first reported a position in USPH in Q4 2022 and held it in 5 quarters. The position peaked at $487 in Q2 2023. 236 funds tracked by Wall St. Rank hold USPH as of Q1 2024.

  • Carolinas Wealth Consulting reported no remaining US Physical Therapy position as of Q1 2024 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 3 US Physical Therapy shares in Q1 2024, an estimated $237.
  • Carolinas Wealth Consulting first reported a position in US Physical Therapy in Q4 2022 and held it in 5 quarters.
  • Carolinas Wealth Consulting's US Physical Therapy position peaked at $487 in Q2 2023.
  • 236 funds tracked by Wall St. Rank held US Physical Therapy as of Q1 2024.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2024, filed 15 May 2024.