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SYSTM Wealth Solutions’s US Physical Therapy USPH Stock Holding History

SYSTM Wealth Solutions’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
Q2 		– Sell
-2,372
Closed -$269K – 957
2024
Q1 		$269K Buy
+2,372
New +$237K 0.03% 359
2023
Q4 		– Sell
-2,341
Closed -$215K – 1025
2023
Q3 		$215K Hold
2,341
– – 0.03% 425
2023
Q2 		$284K Sell
2,341
-17
-0.7% -$1.83K 0.04% 397
2023
Q1 		$231K Buy
+2,358
New +$225K 0.04% 424

Other funds holding USPH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

SYSTM Wealth Solutions's USPH Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of US Physical Therapy (USPH) in Q2 2024, closing a stake of 2,372 shares — an estimated $269K sold.

SYSTM Wealth Solutions first reported a position in USPH in Q1 2023 and held it in 4 quarters. The position peaked at $284K in Q2 2023. 242 funds tracked by Wall St. Rank hold USPH as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining US Physical Therapy position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 2,372 US Physical Therapy shares in Q2 2024, an estimated $269K.
  • SYSTM Wealth Solutions first reported a position in US Physical Therapy in Q1 2023 and held it in 4 quarters.
  • SYSTM Wealth Solutions's US Physical Therapy position peaked at $284K in Q2 2023.
  • 242 funds tracked by Wall St. Rank held US Physical Therapy as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.