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Regent Peak Wealth Advisors’s Universal Health Services UHS Stock Holding History

Regent Peak 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
2021
Q1 		– Sell
-33
Closed -$5K – 933
2020
Q4 		$5K Buy
+33
New +$4.11K ﹤0.01% 680

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Regent Peak Wealth Advisors's UHS Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Universal Health Services (UHS) in Q1 2021, closing a stake of 33 shares — an estimated $5K sold.

Regent Peak Wealth Advisors first reported a position in UHS in Q4 2020 and held it in 1 quarter. The position peaked at $5K in Q4 2020. 465 funds tracked by Wall St. Rank hold UHS as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Universal Health Services position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 33 Universal Health Services shares in Q1 2021, an estimated $5K.
  • Regent Peak Wealth Advisors first reported a position in Universal Health Services in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Universal Health Services position peaked at $5K in Q4 2020.
  • 465 funds tracked by Wall St. Rank held Universal Health Services as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.