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FNY Investment Advisers’s Univest Financial UVSP Stock Holding History

FNY Investment Advisers’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
Q1 		– Sell
-273
Closed -$7K – 825
2019
Q4 		$7K Buy
273
+15
+6% +$388 ﹤0.01% 663
2019
Q3 		$6K Buy
258
+15
+6% +$388 ﹤0.01% 639
2019
Q2 		$6K Buy
243
+30
+14% +$753 ﹤0.01% 674
2019
Q1 		$5K Buy
213
+78
+58% +$1.9K ﹤0.01% 516
2018
Q4 		$2K Hold
135
– – ﹤0.01% 593
2018
Q3 		$3K Hold
135
– – ﹤0.01% 691
2018
Q2 		$3K Buy
+135
New +$3.87K ﹤0.01% 746

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

FNY Investment Advisers's UVSP Position: Q1 2020 in Review

FNY Investment Advisers sold out of Univest Financial (UVSP) in Q1 2020, closing a stake of 273 shares — an estimated $7K sold.

FNY Investment Advisers first reported a position in UVSP in Q2 2018 and held it in 7 quarters. The position peaked at $7K in Q4 2019. 127 funds tracked by Wall St. Rank hold UVSP as of Q1 2020.

  • FNY Investment Advisers reported no remaining Univest Financial position as of Q1 2020 after selling out during the quarter.
  • FNY Investment Advisers sold 273 Univest Financial shares in Q1 2020, an estimated $7K.
  • FNY Investment Advisers first reported a position in Univest Financial in Q2 2018 and held it in 7 quarters.
  • FNY Investment Advisers's Univest Financial position peaked at $7K in Q4 2019.
  • 127 funds tracked by Wall St. Rank held Univest Financial as of Q1 2020.

Based on FNY Investment Advisers's 13F filing for Q1 2020, filed 9 Apr 2020.