LWANC
UHT

Laurel Wealth Advisors (North Carolina)’s Universal Health Realty Income Trust UHT Stock Holding History

Laurel Wealth Advisors (North Carolina)’s Portfolio UHT Stock Details UHT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-200
Closed -$9.62K – 598
2023
Q1 		$9.62K Buy
+200
New +$10.3K ﹤0.01% 410

Other funds holding UHT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s UHT Position: Q2 2023 in Review

Laurel Wealth Advisors (North Carolina) sold out of Universal Health Realty Income Trust (UHT) in Q2 2023, closing a stake of 200 shares — an estimated $9.62K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in UHT in Q1 2023 and held it in 1 quarter. The position peaked at $9.62K in Q1 2023. 156 funds tracked by Wall St. Rank hold UHT as of Q2 2023.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Universal Health Realty Income Trust position as of Q2 2023 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 200 Universal Health Realty Income Trust shares in Q2 2023, an estimated $9.62K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Universal Health Realty Income Trust in Q1 2023 and held it in 1 quarter.
  • Laurel Wealth Advisors (North Carolina)'s Universal Health Realty Income Trust position peaked at $9.62K in Q1 2023.
  • 156 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q2 2023.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2023, filed 15 Aug 2023.