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Capital Performance Advisors’s Univest Financial UVSP Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-901
Closed -$25.4K – 2576
2024
Q3 		$25.4K Buy
+901
New +$24K 0.01% 529

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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Capital Performance Advisors's UVSP Position: Q4 2024 in Review

Capital Performance Advisors sold out of Univest Financial (UVSP) in Q4 2024, closing a stake of 901 shares — an estimated $25.4K sold.

Capital Performance Advisors first reported a position in UVSP in Q3 2024 and held it in 1 quarter. The position peaked at $25.4K in Q3 2024. 173 funds tracked by Wall St. Rank hold UVSP as of Q4 2024.

  • Capital Performance Advisors reported no remaining Univest Financial position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 901 Univest Financial shares in Q4 2024, an estimated $25.4K.
  • Capital Performance Advisors first reported a position in Univest Financial in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Univest Financial position peaked at $25.4K in Q3 2024.
  • 173 funds tracked by Wall St. Rank held Univest Financial as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.