Private Wealth Management Group’s US Physical Therapy USPH Stock Holding History

Private Wealth Management Group’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
2024 Q4	–	Sell	-18	Closed	-$1.52K	–	1578
2024 Q3	$1.52K	Sell	18 -33	-65%	-$2.93K	﹤0.01%	1166
2024 Q2	$4.71K	Buy	51 +17	+50%	+$1.72K	﹤0.01%	725
2024 Q1	$3.84K	Hold	34	–	–	﹤0.01%	719
2023 Q4	$3.17K	Buy	+34	New	+$2.99K	﹤0.01%	785

Other funds holding USPH

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

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

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

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

CCM

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

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

BTW

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Private Wealth Management Group's USPH Position: Q4 2024 in Review

Private Wealth Management Group sold out of US Physical Therapy (USPH) in Q4 2024, closing a stake of 18 shares — an estimated $1.52K sold.

Private Wealth Management Group first reported a position in USPH in Q4 2023 and held it in 4 quarters. The position peaked at $4.71K in Q2 2024. 255 funds tracked by Wall St. Rank hold USPH as of Q4 2024.

Private Wealth Management Group reported no remaining US Physical Therapy position as of Q4 2024 after selling out during the quarter.
Private Wealth Management Group sold 18 US Physical Therapy shares in Q4 2024, an estimated $1.52K.
Private Wealth Management Group first reported a position in US Physical Therapy in Q4 2023 and held it in 4 quarters.
Private Wealth Management Group's US Physical Therapy position peaked at $4.71K in Q2 2024.
255 funds tracked by Wall St. Rank held US Physical Therapy as of Q4 2024.

Based on Private Wealth Management Group's 13F filing for Q4 2024, filed 27 Jan 2025.