KWM
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Kingsview Wealth Management’s Universal Corp UVV Stock Holding History

Kingsview 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
2021
Q3 		– Sell
-8,045
Closed -$461K – 1015
2021
Q2 		$461K Sell
8,045
-18,378
-70% -$1.06M 0.02% 583
2021
Q1 		$1.56M Buy
+26,423
New +$1.39M 0.09% 235

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Kingsview Wealth Management's UVV Position: Q3 2021 in Review

Kingsview Wealth Management sold out of Universal Corp (UVV) in Q3 2021, closing a stake of 8,045 shares — an estimated $461K sold.

Kingsview Wealth Management first reported a position in UVV in Q1 2021 and held it in 2 quarters. The position peaked at $1.56M in Q1 2021. 169 funds tracked by Wall St. Rank hold UVV as of Q3 2021.

  • Kingsview Wealth Management reported no remaining Universal Corp position as of Q3 2021 after selling out during the quarter.
  • Kingsview Wealth Management sold 8,045 Universal Corp shares in Q3 2021, an estimated $461K.
  • Kingsview Wealth Management first reported a position in Universal Corp in Q1 2021 and held it in 2 quarters.
  • Kingsview Wealth Management's Universal Corp position peaked at $1.56M in Q1 2021.
  • 169 funds tracked by Wall St. Rank held Universal Corp as of Q3 2021.

Based on Kingsview Wealth Management's 13F filing for Q3 2021, filed 3 Dec 2021.