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Prestige Wealth Management Group’s Univest Financial UVSP Stock Holding History

Prestige Wealth Management Group’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
2019
Q1 		– Sell
-27
Closed -$1K – 1114
2018
Q4 		$1K Buy
+27
New +$657 ﹤0.01% 1137

Other funds holding UVSP

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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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UF
Univest Financial Souderton, Pennsylvania $1.78B AUM 22.52% 1-Year Est. Return

Prestige Wealth Management Group's UVSP Position: Q1 2019 in Review

Prestige Wealth Management Group sold out of Univest Financial (UVSP) in Q1 2019, closing a stake of 27 shares — an estimated $1K sold.

Prestige Wealth Management Group first reported a position in UVSP in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 131 funds tracked by Wall St. Rank hold UVSP as of Q1 2019.

  • Prestige Wealth Management Group reported no remaining Univest Financial position as of Q1 2019 after selling out during the quarter.
  • Prestige Wealth Management Group sold 27 Univest Financial shares in Q1 2019, an estimated $1K.
  • Prestige Wealth Management Group first reported a position in Univest Financial in Q4 2018 and held it in 1 quarter.
  • Prestige Wealth Management Group's Univest Financial position peaked at $1K in Q4 2018.
  • 131 funds tracked by Wall St. Rank held Univest Financial as of Q1 2019.

Based on Prestige Wealth Management Group's 13F filing for Q1 2019, filed 16 Aug 2019.