Cassady Schiller Wealth Management’s Univest Financial UVSP Stock Holding History

Cassady Schiller Wealth Management’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	$502	Buy	+17	New	+$505	﹤0.01%	980

Other funds holding UVSP

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

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

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Cassady Schiller Wealth Management's UVSP Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Univest Financial (UVSP) in Q4 2024: 17 shares worth $502. The stake represents ﹤0.01% of the portfolio and ranks #980 among its holdings.

173 funds tracked by Wall St. Rank hold UVSP as of Q4 2024.

Cassady Schiller Wealth Management held 17 shares of Univest Financial worth $502 as of Q4 2024.
Univest Financial was a new Cassady Schiller Wealth Management position in Q4 2024.
Univest Financial made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #980 holding.
173 funds tracked by Wall St. Rank held Univest Financial as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.