INR Advisory Services’s Univest Financial UVSP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q1
$25K Hold
1,035
﹤0.01% 37
2018
Q4
$22K Buy
+1,035
New +$25.2K ﹤0.01% 39

Other funds holding UVSP

INR Advisory Services's UVSP Position: Q1 2019 in Review

INR Advisory Services held its Univest Financial (UVSP) position steady in Q1 2019 at 1,035 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #37.

INR Advisory Services first reported a position in UVSP in Q4 2018 and has held it in 2 quarters since. 131 funds tracked by Wall St. Rank hold UVSP as of Q1 2019.

  • INR Advisory Services held 1,035 shares of Univest Financial worth $25K as of Q1 2019.
  • INR Advisory Services left its Univest Financial share count unchanged in Q1 2019.
  • Univest Financial made up ﹤0.01% of INR Advisory Services's portfolio in Q1 2019, its #37 holding.
  • INR Advisory Services first reported a position in Univest Financial in Q4 2018 and has held it in 2 quarters since.
  • 131 funds tracked by Wall St. Rank held Univest Financial as of Q1 2019.

Based on INR Advisory Services's 13F filing for Q1 2019, filed 22 Apr 2019.