Sutton Wealth Advisors’s US Physical Therapy USPH Stock Holding History

Sutton Wealth Advisors’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 Q1	–	Sell	-187	Closed	-$15.2K	–	1536
2022 Q4	$15.2K	Buy	187 +69	+58%	+$5.79K	0.01%	804
2022 Q3	$8.97K	Sell	118 -98	-45%	-$9.42K	﹤0.01%	927
2022 Q2	$23.6K	Hold	216	–	–	0.01%	617
2022 Q1	$21.5K	Buy	216 +48	+29%	+$4.58K	0.01%	688
2021 Q4	$16.1K	Buy	168 +3	+2%	+$301	0.01%	778
2021 Q3	$18.2K	Hold	165	–	–	0.01%	719
2021 Q2	$19.1K	Hold	165	–	–	0.01%	720
2021 Q1	$17.2K	Hold	165	–	–	0.01%	714
2020 Q4	$19.8K	Hold	165	–	–	0.01%	617
2020 Q3	$14.3K	Buy	165 +50	+43%	+$4.3K	0.01%	641
2020 Q2	$9.32K	Sell	115 -86	-43%	-$6.27K	﹤0.01%	727
2020 Q1	$13.9K	Buy	201 +34	+20%	+$3.58K	0.01%	568
2019 Q4	$19.1K	Hold	167	–	–	0.01%	617
2019 Q3	$21.8K	Hold	167	–	–	0.01%	557
2019 Q2	$20.5K	Hold	167	–	–	0.01%	574
2019 Q1	$17.5K	Hold	167	–	–	0.01%	624
2018 Q4	$17.1K	Hold	167	–	–	0.01%	576
2018 Q3	$19.8K	Hold	167	–	–	0.01%	590
2018 Q2	$16K	Buy	167 +52	+45%	+$4.82K	0.01%	675
2018 Q1	$9.35K	Hold	115	–	–	0.01%	829
2017 Q4	$8.3K	Hold	115	–	–	0.01%	826
2017 Q3	$7.07K	Sell	115 -13	-10%	-$792	0.01%	827
2017 Q2	$7.73K	Buy	128 +13	+11%	+$830	0.01%	806
2017 Q1	$7.51K	Hold	115	–	–	0.01%	784
2016 Q4	$8.07K	Hold	115	–	–	0.01%	745
2016 Q3	$7.21K	Hold	115	–	–	0.01%	754
2016 Q2	$6.92K	Buy	+115	New	+$6.3K	0.01%	713

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

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

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

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

Sutton Wealth Advisors's USPH Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of US Physical Therapy (USPH) in Q1 2023, closing a stake of 187 shares — an estimated $15.2K sold.

Sutton Wealth Advisors first reported a position in USPH in Q2 2016 and held it in 27 quarters. The position peaked at $23.6K in Q2 2022. 200 funds tracked by Wall St. Rank hold USPH as of Q1 2023.

Sutton Wealth Advisors reported no remaining US Physical Therapy position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 187 US Physical Therapy shares in Q1 2023, an estimated $15.2K.
Sutton Wealth Advisors first reported a position in US Physical Therapy in Q2 2016 and held it in 27 quarters.
Sutton Wealth Advisors's US Physical Therapy position peaked at $23.6K in Q2 2022.
200 funds tracked by Wall St. Rank held US Physical Therapy as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.