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U.S. Capital Wealth Advisors’s Encompass Health EHC Stock Holding History

U.S. Capital Wealth Advisors’s Portfolio EHC Stock Details EHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-500
Closed -$29.9K – 894
2022
Q4 		$29.9K Buy
+500
New +$27.2K ﹤0.01% 1006

Other funds holding EHC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

U.S. Capital Wealth Advisors's EHC Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Encompass Health (EHC) in Q1 2023, closing a stake of 500 shares — an estimated $29.9K sold.

U.S. Capital Wealth Advisors first reported a position in EHC in Q4 2022 and held it in 1 quarter. The position peaked at $29.9K in Q4 2022. 390 funds tracked by Wall St. Rank hold EHC as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining Encompass Health position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 500 Encompass Health shares in Q1 2023, an estimated $29.9K.
  • U.S. Capital Wealth Advisors first reported a position in Encompass Health in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's Encompass Health position peaked at $29.9K in Q4 2022.
  • 390 funds tracked by Wall St. Rank held Encompass Health as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.