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Glassman Wealth Services’s Univest Financial UVSP Stock Holding History

Glassman Wealth Services’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
Q4 		– Sell
-24
Closed -$1K – 2042
2022
Q3 		$1K Hold
24
– – ﹤0.01% 1554
2022
Q2 		$1K Sell
24
-28
-54% -$718 ﹤0.01% 1556
2022
Q1 		$1K Hold
52
– – ﹤0.01% 1543
2021
Q4 		$2K Hold
52
– – ﹤0.01% 1252
2021
Q3 		$1K Buy
52
+36
+225% +$966 ﹤0.01% 1483
2021
Q2 		$0 Buy
16
+12
+300% +$337 ﹤0.01% 1662
2021
Q1 		$0 Buy
+4
New +$101 ﹤0.01% 1643

Other funds holding UVSP

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UF
Univest Financial Souderton, Pennsylvania $1.78B AUM 22.52% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.03B AUM 32.21% 1-Year Est. Return

Glassman Wealth Services's UVSP Position: Q4 2022 in Review

Glassman Wealth Services sold out of Univest Financial (UVSP) in Q4 2022, closing a stake of 24 shares — an estimated $1K sold.

Glassman Wealth Services first reported a position in UVSP in Q1 2021 and held it in 7 quarters. The position peaked at $2K in Q4 2021. 136 funds tracked by Wall St. Rank hold UVSP as of Q4 2022.

  • Glassman Wealth Services reported no remaining Univest Financial position as of Q4 2022 after selling out during the quarter.
  • Glassman Wealth Services sold 24 Univest Financial shares in Q4 2022, an estimated $1K.
  • Glassman Wealth Services first reported a position in Univest Financial in Q1 2021 and held it in 7 quarters.
  • Glassman Wealth Services's Univest Financial position peaked at $2K in Q4 2021.
  • 136 funds tracked by Wall St. Rank held Univest Financial as of Q4 2022.

Based on Glassman Wealth Services's 13F filing for Q4 2022, filed 6 Feb 2023.