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HighMark Wealth Management’s US Physical Therapy USPH Stock Holding History

HighMark Wealth Management’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
2023
Q2 		– Sell
-76
Closed -$7.44K – 618
2023
Q1 		$7.44K Buy
+76
New +$7.25K 0.01% 338

Other funds holding USPH

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

HighMark Wealth Management's USPH Position: Q2 2023 in Review

HighMark Wealth Management sold out of US Physical Therapy (USPH) in Q2 2023, closing a stake of 76 shares — an estimated $7.44K sold.

HighMark Wealth Management first reported a position in USPH in Q1 2023 and held it in 1 quarter. The position peaked at $7.44K in Q1 2023. 213 funds tracked by Wall St. Rank hold USPH as of Q2 2023.

  • HighMark Wealth Management reported no remaining US Physical Therapy position as of Q2 2023 after selling out during the quarter.
  • HighMark Wealth Management sold 76 US Physical Therapy shares in Q2 2023, an estimated $7.44K.
  • HighMark Wealth Management first reported a position in US Physical Therapy in Q1 2023 and held it in 1 quarter.
  • HighMark Wealth Management's US Physical Therapy position peaked at $7.44K in Q1 2023.
  • 213 funds tracked by Wall St. Rank held US Physical Therapy as of Q2 2023.

Based on HighMark Wealth Management's 13F filing for Q2 2023, filed 26 Jul 2023.