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IndexIQ Advisors’s Univest Financial UVSP Stock Holding History

IndexIQ Advisors’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
Q1 		– Sell
-14,771
Closed -$442K – 1525
2021
Q4 		$442K Sell
14,771
-955
-6% -$27.8K 0.01% 685
2021
Q3 		$431K Buy
15,726
+1,575
+11% +$42.3K 0.01% 728
2021
Q2 		$373K Buy
14,151
+249
+2% +$6.99K 0.01% 841
2021
Q1 		$397K Buy
13,902
+1,068
+8% +$27.1K 0.01% 808
2020
Q4 		$264K Buy
12,834
+1,325
+12% +$23.8K 0.01% 764
2020
Q3 		$165K Buy
11,509
+624
+6% +$9.7K 0.01% 790
2020
Q2 		$176K Sell
10,885
-815
-7% -$13.1K 0.01% 707
2020
Q1 		$191K Sell
11,700
-21,461
-65% -$491K 0.01% 409
2019
Q4 		$888K Sell
33,161
-10,526
-24% -$272K 0.03% 320
2019
Q3 		$1.11M Sell
43,687
-8,183
-16% -$212K 0.04% 310
2019
Q2 		$1.36M Sell
51,870
-12,166
-19% -$305K 0.04% 269
2019
Q1 		$1.57M Buy
+64,036
New +$1.56M 0.05% 336

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
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return

IndexIQ Advisors's UVSP Position: Q1 2022 in Review

IndexIQ Advisors sold out of Univest Financial (UVSP) in Q1 2022, closing a stake of 14,771 shares — an estimated $442K sold.

IndexIQ Advisors first reported a position in UVSP in Q1 2019 and held it in 12 quarters. The position peaked at $1.57M in Q1 2019. 147 funds tracked by Wall St. Rank hold UVSP as of Q1 2022.

  • IndexIQ Advisors reported no remaining Univest Financial position as of Q1 2022 after selling out during the quarter.
  • IndexIQ Advisors sold 14,771 Univest Financial shares in Q1 2022, an estimated $442K.
  • IndexIQ Advisors first reported a position in Univest Financial in Q1 2019 and held it in 12 quarters.
  • IndexIQ Advisors's Univest Financial position peaked at $1.57M in Q1 2019.
  • 147 funds tracked by Wall St. Rank held Univest Financial as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.