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Ashton Thomas Private Wealth’s Universal Corp UVV Stock Holding History

Ashton Thomas Private Wealth’s Portfolio UVV Stock Details UVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-6
Closed -$294 – 1779
2024
Q2 		$294 Buy
+6
New +$299 ﹤0.01% 1902

Other funds holding UVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ashton Thomas Private Wealth's UVV Position: Q3 2024 in Review

Ashton Thomas Private Wealth sold out of Universal Corp (UVV) in Q3 2024, closing a stake of 6 shares — an estimated $294 sold.

Ashton Thomas Private Wealth first reported a position in UVV in Q2 2024 and held it in 1 quarter. The position peaked at $294 in Q2 2024. 224 funds tracked by Wall St. Rank hold UVV as of Q3 2024.

  • Ashton Thomas Private Wealth reported no remaining Universal Corp position as of Q3 2024 after selling out during the quarter.
  • Ashton Thomas Private Wealth sold 6 Universal Corp shares in Q3 2024, an estimated $294.
  • Ashton Thomas Private Wealth first reported a position in Universal Corp in Q2 2024 and held it in 1 quarter.
  • Ashton Thomas Private Wealth's Universal Corp position peaked at $294 in Q2 2024.
  • 224 funds tracked by Wall St. Rank held Universal Corp as of Q3 2024.

Based on Ashton Thomas Private Wealth's 13F filing for Q3 2024, filed 5 Nov 2024.