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 $6.73T AUM 46.02% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

SAM

Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 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.