Cambridge Investment Research Advisors’s Univest Financial UVSP Stock Holding History

Cambridge Investment Research Advisors’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
2021 Q4	–	Sell	-10,688	Closed	-$293K	–	3274
2021 Q3	$293K	Hold	10,688	–	–	﹤0.01%	2489
2021 Q2	$282K	Sell	10,688 -322	-3%	-$9.04K	﹤0.01%	2520
2021 Q1	$315K	Sell	11,010 -5,150	-32%	-$131K	﹤0.01%	2247
2020 Q4	$333K	Hold	16,160	–	–	﹤0.01%	2056
2020 Q3	$232K	Hold	16,160	–	–	﹤0.01%	2138
2020 Q2	$261K	Sell	16,160 -7,722	-32%	-$124K	﹤0.01%	1993
2020 Q1	$390K	Buy	23,882 +765	+3%	+$17.5K	﹤0.01%	1517
2019 Q4	$619K	Sell	23,117 -1,143	-5%	-$29.6K	﹤0.01%	1444
2019 Q3	$619K	Sell	24,260 -300	-1%	-$7.76K	0.01%	1358
2019 Q2	$645K	Sell	24,560 -3,300	-12%	-$82.8K	0.01%	1278
2019 Q1	$681K	Hold	27,860	–	–	0.01%	1279
2018 Q4	$601K	Hold	27,860	–	–	0.01%	1224
2018 Q3	$737K	Buy	27,860 +7,722	+38%	+$215K	0.01%	1213
2018 Q2	$554K	Sell	20,138 -1,000	-5%	-$28.7K	0.01%	1344
2018 Q1	$586K	Hold	21,138	–	–	0.01%	1260
2017 Q4	$593K	Hold	21,138	–	–	0.01%	1225
2017 Q3	$676K	Hold	21,138	–	–	0.01%	1047
2017 Q2	$633K	Buy	+21,138	New	+$606K	0.01%	1056

Other funds holding UVSP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

ECA

Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return

Univest Financial Souderton, Pennsylvania $1.78B AUM 22.52% 1-Year Est. Return

Cambridge Investment Research Advisors's UVSP Position: Q4 2021 in Review

Cambridge Investment Research Advisors sold out of Univest Financial (UVSP) in Q4 2021, closing a stake of 10,688 shares — an estimated $293K sold.

Cambridge Investment Research Advisors first reported a position in UVSP in Q2 2017 and held it in 18 quarters. The position peaked at $737K in Q3 2018. 142 funds tracked by Wall St. Rank hold UVSP as of Q4 2021.

Cambridge Investment Research Advisors reported no remaining Univest Financial position as of Q4 2021 after selling out during the quarter.
Cambridge Investment Research Advisors sold 10,688 Univest Financial shares in Q4 2021, an estimated $293K.
Cambridge Investment Research Advisors first reported a position in Univest Financial in Q2 2017 and held it in 18 quarters.
Cambridge Investment Research Advisors's Univest Financial position peaked at $737K in Q3 2018.
142 funds tracked by Wall St. Rank held Univest Financial as of Q4 2021.

Based on Cambridge Investment Research Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.