HHM Wealth Advisors’s Universal Corp UVV Stock Holding History

HHM Wealth Advisors’s Portfolio UVV Stock Details UVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-409	Closed	-$25K	–	813
2022 Q2	$25K	Hold	409	–	–	0.01%	395
2022 Q1	$24K	Hold	409	–	–	0.01%	422
2021 Q4	$22K	Hold	409	–	–	0.01%	416
2021 Q3	$20K	Hold	409	–	–	0.01%	405
2021 Q2	$23K	Hold	409	–	–	0.01%	385
2021 Q1	$24K	Hold	409	–	–	0.01%	358
2020 Q4	$20K	Hold	409	–	–	0.01%	356
2020 Q3	$17K	Hold	409	–	–	0.01%	334
2020 Q2	$17K	Hold	409	–	–	0.01%	324
2020 Q1	$18K	Buy	+409	New	+$20.4K	0.01%	308

Other funds holding UVV

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HHM Wealth Advisors's UVV Position: Q3 2022 in Review

HHM Wealth Advisors sold out of Universal Corp (UVV) in Q3 2022, closing a stake of 409 shares — an estimated $25K sold.

HHM Wealth Advisors first reported a position in UVV in Q1 2020 and held it in 10 quarters. The position peaked at $25K in Q2 2022. 181 funds tracked by Wall St. Rank hold UVV as of Q3 2022.

HHM Wealth Advisors reported no remaining Universal Corp position as of Q3 2022 after selling out during the quarter.
HHM Wealth Advisors sold 409 Universal Corp shares in Q3 2022, an estimated $25K.
HHM Wealth Advisors first reported a position in Universal Corp in Q1 2020 and held it in 10 quarters.
HHM Wealth Advisors's Universal Corp position peaked at $25K in Q2 2022.
181 funds tracked by Wall St. Rank held Universal Corp as of Q3 2022.

Based on HHM Wealth Advisors's 13F filing for Q3 2022, filed 4 Nov 2022.