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Ariadne Wealth Management’s Univest Financial UVSP Stock Holding History

Ariadne Wealth Management’s Portfolio UVSP Stock Details UVSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-10,137
Closed -$124K – 285
2024
Q2 		$124K Buy
+10,137
New +$214K 0.1% 148

Other funds holding UVSP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Ariadne Wealth Management's UVSP Position: Q3 2024 in Review

Ariadne Wealth Management sold out of Univest Financial (UVSP) in Q3 2024, closing a stake of 10,137 shares — an estimated $124K sold.

Ariadne Wealth Management first reported a position in UVSP in Q2 2024 and held it in 1 quarter. The position peaked at $124K in Q2 2024. 156 funds tracked by Wall St. Rank hold UVSP as of Q3 2024.

  • Ariadne Wealth Management reported no remaining Univest Financial position as of Q3 2024 after selling out during the quarter.
  • Ariadne Wealth Management sold 10,137 Univest Financial shares in Q3 2024, an estimated $124K.
  • Ariadne Wealth Management first reported a position in Univest Financial in Q2 2024 and held it in 1 quarter.
  • Ariadne Wealth Management's Univest Financial position peaked at $124K in Q2 2024.
  • 156 funds tracked by Wall St. Rank held Univest Financial as of Q3 2024.

Based on Ariadne Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.