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Avantax Planning Partners’s Univest Financial UVSP Stock Holding History

Avantax Planning Partners’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
2018
Q2 		– Sell
-31
Closed -$1K – 1424
2018
Q1 		$1K Buy
+31
New +$868 ﹤0.01% 1762

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Avantax Planning Partners's UVSP Position: Q2 2018 in Review

Avantax Planning Partners sold out of Univest Financial (UVSP) in Q2 2018, closing a stake of 31 shares — an estimated $1K sold.

Avantax Planning Partners first reported a position in UVSP in Q1 2018 and held it in 1 quarter. The position peaked at $1K in Q1 2018. 114 funds tracked by Wall St. Rank hold UVSP as of Q2 2018.

  • Avantax Planning Partners reported no remaining Univest Financial position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 31 Univest Financial shares in Q2 2018, an estimated $1K.
  • Avantax Planning Partners first reported a position in Univest Financial in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Univest Financial position peaked at $1K in Q1 2018.
  • 114 funds tracked by Wall St. Rank held Univest Financial as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.