EverSource Wealth Advisors’s Universal Stainless & Alloy USAP Stock Holding History

EverSource Wealth Advisors’s Portfolio USAP Stock Details USAP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-10	Closed	-$440	–	4213
2024 Q4	$440	Buy	+10	New	+$433	﹤0.01%	3240

Other funds holding USAP

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

EverSource Wealth Advisors's USAP Position: Q1 2025 in Review

EverSource Wealth Advisors sold out of Universal Stainless & Alloy (USAP) in Q1 2025, closing a stake of 10 shares — an estimated $440 sold.

EverSource Wealth Advisors first reported a position in USAP in Q4 2024 and held it in 1 quarter. The position peaked at $440 in Q4 2024. 2 funds tracked by Wall St. Rank hold USAP as of Q1 2025.

EverSource Wealth Advisors reported no remaining Universal Stainless & Alloy position as of Q1 2025 after selling out during the quarter.
EverSource Wealth Advisors sold 10 Universal Stainless & Alloy shares in Q1 2025, an estimated $440.
EverSource Wealth Advisors first reported a position in Universal Stainless & Alloy in Q4 2024 and held it in 1 quarter.
EverSource Wealth Advisors's Universal Stainless & Alloy position peaked at $440 in Q4 2024.
2 funds tracked by Wall St. Rank held Universal Stainless & Alloy as of Q1 2025.

Based on EverSource Wealth Advisors's 13F filing for Q1 2025, filed 13 May 2025.