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

Private 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
2024
Q2 		– Sell
-75
Closed -$1.56K – 1612
2024
Q1 		$1.56K Hold
75
– – ﹤0.01% 1087
2023
Q4 		$1.65K Buy
+75
New +$1.41K ﹤0.01% 1061

Other funds holding UVSP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Private Wealth Management Group's UVSP Position: Q2 2024 in Review

Private Wealth Management Group sold out of Univest Financial (UVSP) in Q2 2024, closing a stake of 75 shares — an estimated $1.56K sold.

Private Wealth Management Group first reported a position in UVSP in Q4 2023 and held it in 2 quarters. The position peaked at $1.65K in Q4 2023. 139 funds tracked by Wall St. Rank hold UVSP as of Q2 2024.

  • Private Wealth Management Group reported no remaining Univest Financial position as of Q2 2024 after selling out during the quarter.
  • Private Wealth Management Group sold 75 Univest Financial shares in Q2 2024, an estimated $1.56K.
  • Private Wealth Management Group first reported a position in Univest Financial in Q4 2023 and held it in 2 quarters.
  • Private Wealth Management Group's Univest Financial position peaked at $1.65K in Q4 2023.
  • 139 funds tracked by Wall St. Rank held Univest Financial as of Q2 2024.

Based on Private Wealth Management Group's 13F filing for Q2 2024, filed 13 Aug 2024.