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SOA Wealth Advisors’s Universal Health Services UHS Stock Holding History

SOA 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
2022
Q2 		– Sell
-3
Closed – – 1037
2022
Q1 		$0 Hold
3
– – ﹤0.01% 1013
2021
Q4 		$0 Hold
3
– – ﹤0.01% 992
2021
Q3 		$0 Hold
3
– – ﹤0.01% 998
2021
Q2 		$0 Sell
3
-4
-57% -$605 ﹤0.01% 972
2021
Q1 		$0 Hold
7
– – ﹤0.01% 929
2020
Q4 		$0 Buy
+7
New +$871 ﹤0.01% 891

Other funds holding UHS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

SOA Wealth Advisors's UHS Position: Q2 2022 in Review

SOA Wealth Advisors sold out of Universal Health Services (UHS) in Q2 2022, closing a stake of 3 shares.

SOA Wealth Advisors first reported a position in UHS in Q4 2020 and held it in 6 quarters. The position peaked at $0 in Q1 2022. 432 funds tracked by Wall St. Rank hold UHS as of Q2 2022.

  • SOA Wealth Advisors reported no remaining Universal Health Services position as of Q2 2022 after selling out during the quarter.
  • SOA Wealth Advisors sold 3 Universal Health Services shares in Q2 2022.
  • SOA Wealth Advisors first reported a position in Universal Health Services in Q4 2020 and held it in 6 quarters.
  • SOA Wealth Advisors's Universal Health Services position peaked at $0 in Q1 2022.
  • 432 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2022.

Based on SOA Wealth Advisors's 13F filing for Q2 2022, filed 13 Jul 2022.