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Valeo Financial Advisors’s US Physical Therapy USPH Stock Holding History

Valeo Financial 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
2021
Q2 		– Sell
-5
Closed -$1K – 1761
2021
Q1 		$1K Buy
+5
New +$622 ﹤0.01% 1951
2020
Q3 		– Sell
-64
Closed -$5K – 2138
2020
Q2 		$5K Buy
64
+47
+276% +$3.43K ﹤0.01% 1549
2020
Q1 		$1K Buy
+17
New +$1.79K ﹤0.01% 1724

Other funds holding USPH

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Valeo Financial Advisors's USPH Position: Q2 2021 in Review

Valeo Financial Advisors sold out of US Physical Therapy (USPH) in Q2 2021, closing a stake of 5 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in USPH in Q1 2020 and held it in 3 quarters. The position peaked at $5K in Q2 2020. 219 funds tracked by Wall St. Rank hold USPH as of Q2 2021.

  • Valeo Financial Advisors reported no remaining US Physical Therapy position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 5 US Physical Therapy shares in Q2 2021, an estimated $1K.
  • Valeo Financial Advisors first reported a position in US Physical Therapy in Q1 2020 and held it in 3 quarters.
  • Valeo Financial Advisors's US Physical Therapy position peaked at $5K in Q2 2020.
  • 219 funds tracked by Wall St. Rank held US Physical Therapy as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.