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Beaird Harris Wealth Management’s Universal Corp UVV Stock Holding History

Beaird Harris Wealth Management’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
-200
Closed -$9.64K – 700
2024
Q2 		$9.64K Hold
200
– – ﹤0.01% 380
2024
Q1 		$10.3K Hold
200
– – ﹤0.01% 327
2023
Q4 		$13.5K Hold
200
– – ﹤0.01% 308
2023
Q3 		$9.44K Hold
200
– – ﹤0.01% 274
2023
Q2 		$9.99K Hold
200
– – ﹤0.01% 267
2023
Q1 		$10.6K Hold
200
– – ﹤0.01% 267
2022
Q4 		$10.6K Hold
200
– – ﹤0.01% 317
2022
Q3 		$9K Buy
+200
New +$10.5K ﹤0.01% 296
2022
Q2 		– Sell
-200
Closed -$12K – 612
2022
Q1 		$12K Hold
200
– – ﹤0.01% 311
2021
Q4 		$11K Buy
+200
New +$9.97K ﹤0.01% 396

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

Beaird Harris Wealth Management's UVV Position: Q3 2024 in Review

Beaird Harris Wealth Management sold out of Universal Corp (UVV) in Q3 2024, closing a stake of 200 shares — an estimated $9.64K sold.

Beaird Harris Wealth Management first reported a position in UVV in Q4 2021 and held it in 10 quarters. The position peaked at $13.5K in Q4 2023. 224 funds tracked by Wall St. Rank hold UVV as of Q3 2024.

  • Beaird Harris Wealth Management reported no remaining Universal Corp position as of Q3 2024 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 200 Universal Corp shares in Q3 2024, an estimated $9.64K.
  • Beaird Harris Wealth Management first reported a position in Universal Corp in Q4 2021 and held it in 10 quarters.
  • Beaird Harris Wealth Management's Universal Corp position peaked at $13.5K in Q4 2023.
  • 224 funds tracked by Wall St. Rank held Universal Corp as of Q3 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2024, filed 2 Dec 2024.