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Loring Wolcott & Coolidge Fiduciary Advisors’s US Physical Therapy USPH Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2021
Q3 		– Sell
-64
Closed -$7K – 937
2021
Q2 		$7K Buy
+64
New +$7.35K ﹤0.01% 702
2021
Q1 		– Sell
-64
Closed -$8K – 684
2020
Q4 		$8K Buy
+64
New +$6.46K ﹤0.01% 619

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Vanguard Group
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BTW
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State Street
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
CCM
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Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's USPH Position: Q3 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of US Physical Therapy (USPH) in Q3 2021, closing a stake of 64 shares — an estimated $7K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in USPH in Q4 2020 and held it in 2 quarters. The position peaked at $8K in Q4 2020. 211 funds tracked by Wall St. Rank hold USPH as of Q3 2021.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining US Physical Therapy position as of Q3 2021 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 64 US Physical Therapy shares in Q3 2021, an estimated $7K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in US Physical Therapy in Q4 2020 and held it in 2 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's US Physical Therapy position peaked at $8K in Q4 2020.
  • 211 funds tracked by Wall St. Rank held US Physical Therapy as of Q3 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.