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Cornerstone Advisors (Washington)’s Univest Financial UVSP Stock Holding History

Cornerstone Advisors (Washington)’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
2020
Q3 		$1K Hold
49
– – ﹤0.01% 699
2020
Q2 		$1K Buy
+49
New +$786 ﹤0.01% 691
2020
Q1 		– Sell
-24
Closed -$1K – 818
2019
Q4 		$1K Hold
24
– – ﹤0.01% 726
2019
Q3 		$1K Hold
24
– – ﹤0.01% 716
2019
Q2 		$1K Buy
+24
New +$602 ﹤0.01% 1412

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
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UF
Univest Financial Souderton, Pennsylvania $1.78B AUM 22.52% 1-Year Est. Return

Cornerstone Advisors (Washington)'s UVSP Position: Q3 2020 in Review

Cornerstone Advisors (Washington) held its Univest Financial (UVSP) position steady in Q3 2020 at 49 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #699.

Cornerstone Advisors (Washington) first reported a position in UVSP in Q2 2019 and has held it in 5 quarters since. 123 funds tracked by Wall St. Rank hold UVSP as of Q3 2020.

  • Cornerstone Advisors (Washington) held 49 shares of Univest Financial worth $1K as of Q3 2020.
  • Cornerstone Advisors (Washington) left its Univest Financial share count unchanged in Q3 2020.
  • Univest Financial made up ﹤0.01% of Cornerstone Advisors (Washington)'s portfolio in Q3 2020, its #699 holding.
  • Cornerstone Advisors (Washington) first reported a position in Univest Financial in Q2 2019 and has held it in 5 quarters since.
  • 123 funds tracked by Wall St. Rank held Univest Financial as of Q3 2020.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2020, filed 20 Oct 2020.