Spire Wealth Management’s US Physical Therapy USPH Stock Holding History

Spire Wealth Management’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
2023 Q3	–	Sell	-449	Closed	-$54.5K	–	2467
2023 Q2	$54.5K	Hold	449	–	–	﹤0.01%	1167
2023 Q1	$44K	Hold	449	–	–	﹤0.01%	1254
2022 Q4	$36K	Buy	449 +96	+27%	+$8.05K	﹤0.01%	1112
2022 Q3	$27K	Hold	353	–	–	﹤0.01%	1214
2022 Q2	$39K	Hold	353	–	–	﹤0.01%	1400
2022 Q1	$35K	Sell	353 -27	-7%	-$2.58K	﹤0.01%	1596
2021 Q4	$36K	Sell	380 -22	-5%	-$2.21K	﹤0.01%	1881
2021 Q3	$44K	Hold	402	–	–	﹤0.01%	1531
2021 Q2	$47K	Hold	402	–	–	﹤0.01%	1512
2021 Q1	$42K	Buy	+402	New	+$50K	﹤0.01%	1821

Other funds holding USPH

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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

CCM

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 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

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Spire Wealth Management's USPH Position: Q3 2023 in Review

Spire Wealth Management sold out of US Physical Therapy (USPH) in Q3 2023, closing a stake of 449 shares — an estimated $54.5K sold.

Spire Wealth Management first reported a position in USPH in Q1 2021 and held it in 10 quarters. The position peaked at $54.5K in Q2 2023. 217 funds tracked by Wall St. Rank hold USPH as of Q3 2023.

Spire Wealth Management reported no remaining US Physical Therapy position as of Q3 2023 after selling out during the quarter.
Spire Wealth Management sold 449 US Physical Therapy shares in Q3 2023, an estimated $54.5K.
Spire Wealth Management first reported a position in US Physical Therapy in Q1 2021 and held it in 10 quarters.
Spire Wealth Management's US Physical Therapy position peaked at $54.5K in Q2 2023.
217 funds tracked by Wall St. Rank held US Physical Therapy as of Q3 2023.

Based on Spire Wealth Management's 13F filing for Q3 2023, filed 8 Nov 2023.