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

TCI 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
2023
Q2 		– Sell
-172
Closed -$21.9K – 2116
2023
Q1 		$21.9K Buy
172
+156
+975% +$21.5K ﹤0.01% 668
2022
Q4 		$2.25K Buy
16
+1
+7% +$118 ﹤0.01% 1946
2022
Q3 		$1K Sell
15
-12
-44% -$1.24K ﹤0.01% 2171
2022
Q2 		$3K Sell
27
-56
-67% -$7.01K ﹤0.01% 1909
2022
Q1 		$12K Hold
83
– – ﹤0.01% 1008
2021
Q4 		$11K Sell
83
-14
-14% -$1.8K ﹤0.01% 1121
2021
Q3 		$13K Buy
97
+61
+169% +$9.23K ﹤0.01% 937
2021
Q2 		$5K Hold
36
– – ﹤0.01% 1493
2021
Q1 		$5K Buy
36
+7
+24% +$928 ﹤0.01% 1310
2020
Q4 		$4K Hold
29
– – ﹤0.01% 1021
2020
Q3 		$3K Buy
+29
New +$3.1K ﹤0.01% 1016
2020
Q2 		– Sell
-12
Closed -$1K – 1666
2020
Q1 		$1K Buy
12
+7
+140% +$886 ﹤0.01% 1360
2019
Q4 		$1K Buy
5
+2
+67% +$285 ﹤0.01% 1450
2019
Q3 		$0 Buy
+3
New +$431 ﹤0.01% 1631
2016
Q4 		– Sell
-13
Closed -$2K – 1453
2016
Q3 		$2K Buy
+13
New +$1.65K ﹤0.01% 1011

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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TCI Wealth Advisors's UHS Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Universal Health Services (UHS) in Q2 2023, closing a stake of 172 shares — an estimated $21.9K sold.

TCI Wealth Advisors first reported a position in UHS in Q3 2016 and held it in 15 quarters. The position peaked at $21.9K in Q1 2023. 458 funds tracked by Wall St. Rank hold UHS as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Universal Health Services position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 172 Universal Health Services shares in Q2 2023, an estimated $21.9K.
  • TCI Wealth Advisors first reported a position in Universal Health Services in Q3 2016 and held it in 15 quarters.
  • TCI Wealth Advisors's Universal Health Services position peaked at $21.9K in Q1 2023.
  • 458 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.