PFWA
UHS icon

Paces Ferry Wealth Advisors’s Universal Health Services UHS Stock Holding History

Paces Ferry Wealth Advisors’s Portfolio UHS Stock Details UHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-33
Closed -$4K – 1052
2020
Q3 		$4K Buy
+33
New +$3.53K ﹤0.01% 566

Other funds holding UHS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Paces Ferry Wealth Advisors's UHS Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Universal Health Services (UHS) in Q4 2020, closing a stake of 33 shares — an estimated $4K sold.

Paces Ferry Wealth Advisors first reported a position in UHS in Q3 2020 and held it in 1 quarter. The position peaked at $4K in Q3 2020. 456 funds tracked by Wall St. Rank hold UHS as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Universal Health Services position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 33 Universal Health Services shares in Q4 2020, an estimated $4K.
  • Paces Ferry Wealth Advisors first reported a position in Universal Health Services in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Universal Health Services position peaked at $4K in Q3 2020.
  • 456 funds tracked by Wall St. Rank held Universal Health Services as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.