FinTrust Capital Advisors’s US Physical Therapy USPH Stock Holding History

FinTrust Capital Advisors’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
2022 Q4	–	Sell	-1,690	Closed	-$136K	–	1283
2022 Q3	$136K	Buy	1,690 +230	+16%	+$22.1K	0.04%	318
2022 Q2	$182K	Hold	1,460	–	–	0.05%	283
2022 Q1	$145K	Hold	1,460	–	–	0.03%	346
2021 Q4	$140K	Buy	1,460 +490	+51%	+$49.1K	0.03%	352
2021 Q3	$107K	Hold	970	–	–	0.03%	400
2021 Q2	$112K	Buy	970 +330	+52%	+$37.9K	0.03%	399
2021 Q1	$67K	Buy	640 +100	+19%	+$12.4K	0.02%	489
2020 Q4	$65K	Hold	540	–	–	0.02%	459
2020 Q3	$47	Hold	540	–	–	0.01%	501
2020 Q2	$44K	Hold	540	–	–	0.02%	513
2020 Q1	$37K	Buy	+540	New	+$56.9K	0.02%	505
2019 Q4	–	Sell	-322	Closed	-$42K	–	1122
2019 Q3	$42K	Buy	322 +47	+17%	+$6.12K	0.01%	483
2019 Q2	$34K	Hold	275	–	–	0.01%	491
2019 Q1	$29K	Hold	275	–	–	0.01%	509
2018 Q4	$28K	Buy	+275	New	+$30.5K	0.01%	511

Other funds holding USPH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

SAM

Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

FinTrust Capital Advisors's USPH Position: Q4 2022 in Review

FinTrust Capital Advisors sold out of US Physical Therapy (USPH) in Q4 2022, closing a stake of 1,690 shares — an estimated $136K sold.

FinTrust Capital Advisors first reported a position in USPH in Q4 2018 and held it in 15 quarters. The position peaked at $182K in Q2 2022. 196 funds tracked by Wall St. Rank hold USPH as of Q4 2022.

FinTrust Capital Advisors reported no remaining US Physical Therapy position as of Q4 2022 after selling out during the quarter.
FinTrust Capital Advisors sold 1,690 US Physical Therapy shares in Q4 2022, an estimated $136K.
FinTrust Capital Advisors first reported a position in US Physical Therapy in Q4 2018 and held it in 15 quarters.
FinTrust Capital Advisors's US Physical Therapy position peaked at $182K in Q2 2022.
196 funds tracked by Wall St. Rank held US Physical Therapy as of Q4 2022.

Based on FinTrust Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.