IHWM
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Iron Horse Wealth Management’s Universal Corp UVV Stock Holding History

Iron Horse Wealth Management’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
-10
Closed -$1K – 282
2022
Q2 		$1K Buy
+10
New +$596 ﹤0.01% 238

Other funds holding UVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Iron Horse Wealth Management's UVV Position: Q3 2022 in Review

Iron Horse Wealth Management sold out of Universal Corp (UVV) in Q3 2022, closing a stake of 10 shares — an estimated $1K sold.

Iron Horse Wealth Management first reported a position in UVV in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 181 funds tracked by Wall St. Rank hold UVV as of Q3 2022.

  • Iron Horse Wealth Management reported no remaining Universal Corp position as of Q3 2022 after selling out during the quarter.
  • Iron Horse Wealth Management sold 10 Universal Corp shares in Q3 2022, an estimated $1K.
  • Iron Horse Wealth Management first reported a position in Universal Corp in Q2 2022 and held it in 1 quarter.
  • Iron Horse Wealth Management's Universal Corp position peaked at $1K in Q2 2022.
  • 181 funds tracked by Wall St. Rank held Universal Corp as of Q3 2022.

Based on Iron Horse Wealth Management's 13F filing for Q3 2022, filed 12 Oct 2022.