HBK Sorce Advisory’s Univest Financial UVSP Stock Holding History

HBK Sorce Advisory’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	-10,305	Closed	-$276K	–	456
2019 Q4	$276K	Sell	10,305 -2,929	-22%	-$75.8K	0.02%	357
2019 Q3	$338K	Hold	13,234	–	–	0.03%	305
2019 Q2	$348K	Sell	13,234 -142	-1%	-$3.56K	0.03%	303
2019 Q1	$327K	Sell	13,376 -5,451	-29%	-$133K	0.03%	321
2018 Q4	$406K	Buy	+18,827	New	+$458K	0.05%	248

Other funds holding UVSP

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

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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Univest Financial Souderton, Pennsylvania $1.78B AUM 22.52% 1-Year Est. Return

HBK Sorce Advisory's UVSP Position: Q1 2020 in Review

HBK Sorce Advisory sold out of Univest Financial (UVSP) in Q1 2020, closing a stake of 10,305 shares — an estimated $276K sold.

HBK Sorce Advisory first reported a position in UVSP in Q4 2018 and held it in 5 quarters. The position peaked at $406K in Q4 2018. 127 funds tracked by Wall St. Rank hold UVSP as of Q1 2020.

HBK Sorce Advisory reported no remaining Univest Financial position as of Q1 2020 after selling out during the quarter.
HBK Sorce Advisory sold 10,305 Univest Financial shares in Q1 2020, an estimated $276K.
HBK Sorce Advisory first reported a position in Univest Financial in Q4 2018 and held it in 5 quarters.
HBK Sorce Advisory's Univest Financial position peaked at $406K in Q4 2018.
127 funds tracked by Wall St. Rank held Univest Financial as of Q1 2020.

Based on HBK Sorce Advisory's 13F filing for Q1 2020, filed 15 May 2020.