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Private Advisor Group’s Univest Financial UVSP Stock Holding History

Private Advisor 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
2020
Q3 		– Sell
-2,265
Closed -$37K – 3339
2020
Q2 		$37K Buy
+2,265
New +$36.3K ﹤0.01% 2256

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
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Private Advisor Group's UVSP Position: Q3 2020 in Review

Private Advisor Group sold out of Univest Financial (UVSP) in Q3 2020, closing a stake of 2,265 shares — an estimated $37K sold.

Private Advisor Group first reported a position in UVSP in Q2 2020 and held it in 1 quarter. The position peaked at $37K in Q2 2020. 123 funds tracked by Wall St. Rank hold UVSP as of Q3 2020.

  • Private Advisor Group reported no remaining Univest Financial position as of Q3 2020 after selling out during the quarter.
  • Private Advisor Group sold 2,265 Univest Financial shares in Q3 2020, an estimated $37K.
  • Private Advisor Group first reported a position in Univest Financial in Q2 2020 and held it in 1 quarter.
  • Private Advisor Group's Univest Financial position peaked at $37K in Q2 2020.
  • 123 funds tracked by Wall St. Rank held Univest Financial as of Q3 2020.

Based on Private Advisor Group's 13F filing for Q3 2020, filed 2 Nov 2020.