TRUE Private Wealth Advisors’s US Physical Therapy USPH Stock Holding History

TRUE Private 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
2020 Q1	–	Sell	-50	Closed	-$5K	–	838
2019 Q4	$5K	Buy	+50	New	+$6.23K	﹤0.01%	680
2019 Q3	–	Sell	-50	Closed	-$6K	–	688
2019 Q2	$6K	Buy	+50	New	+$5.75K	﹤0.01%	618
2018 Q4	–	Sell	-50	Closed	-$5.93K	–	871
2018 Q3	$5.93K	Buy	+50	New	+$5.65K	﹤0.01%	861

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 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

CCM

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

TRUE Private Wealth Advisors's USPH Position: Q1 2020 in Review

TRUE Private Wealth Advisors sold out of US Physical Therapy (USPH) in Q1 2020, closing a stake of 50 shares — an estimated $5K sold.

TRUE Private Wealth Advisors first reported a position in USPH in Q3 2018 and held it in 3 quarters. The position peaked at $6K in Q2 2019. 196 funds tracked by Wall St. Rank hold USPH as of Q1 2020.

TRUE Private Wealth Advisors reported no remaining US Physical Therapy position as of Q1 2020 after selling out during the quarter.
TRUE Private Wealth Advisors sold 50 US Physical Therapy shares in Q1 2020, an estimated $5K.
TRUE Private Wealth Advisors first reported a position in US Physical Therapy in Q3 2018 and held it in 3 quarters.
TRUE Private Wealth Advisors's US Physical Therapy position peaked at $6K in Q2 2019.
196 funds tracked by Wall St. Rank held US Physical Therapy as of Q1 2020.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2020, filed 20 Apr 2020.