CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Univest Financial UVSP Stock Holding History

CAPTRUST Financial 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
2022
Q3 		– Sell
-1,100
Closed -$28K – 3977
2022
Q2 		$28K Sell
1,100
-3
-0.3% -$77 ﹤0.01% 3179
2022
Q1 		$30K Sell
1,103
-37
-3% -$1.09K ﹤0.01% 3155
2021
Q4 		$34K Buy
1,140
+28
+3% +$814 ﹤0.01% 2950
2021
Q3 		$30K Buy
1,112
+371
+50% +$9.96K ﹤0.01% 2909
2021
Q2 		$20K Hold
741
– – ﹤0.01% 3123
2021
Q1 		$21K Buy
+741
New +$18.8K ﹤0.01% 2975

Other funds holding UVSP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return

CAPTRUST Financial Advisors's UVSP Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of Univest Financial (UVSP) in Q3 2022, closing a stake of 1,100 shares — an estimated $28K sold.

CAPTRUST Financial Advisors first reported a position in UVSP in Q1 2021 and held it in 6 quarters. The position peaked at $34K in Q4 2021. 140 funds tracked by Wall St. Rank hold UVSP as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining Univest Financial position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 1,100 Univest Financial shares in Q3 2022, an estimated $28K.
  • CAPTRUST Financial Advisors first reported a position in Univest Financial in Q1 2021 and held it in 6 quarters.
  • CAPTRUST Financial Advisors's Univest Financial position peaked at $34K in Q4 2021.
  • 140 funds tracked by Wall St. Rank held Univest Financial as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.