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Retirement Group’s Univest Financial UVSP Stock Holding History

Retirement 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
Q4 		$21K Buy
+800
New +$20.7K 0.01% 320

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
UF
Univest Financial Souderton, Pennsylvania $1.78B AUM 22.52% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Retirement Group's UVSP Position: Q4 2019 in Review

Retirement Group opened a new position in Univest Financial (UVSP) in Q4 2019: 800 shares worth $21K. The stake represents 0.01% of the portfolio and ranks #320 among its holdings.

148 funds tracked by Wall St. Rank hold UVSP as of Q4 2019.

  • Retirement Group held 800 shares of Univest Financial worth $21K as of Q4 2019.
  • Univest Financial was a new Retirement Group position in Q4 2019.
  • Univest Financial made up 0.01% of Retirement Group's portfolio in Q4 2019, its #320 holding.
  • 148 funds tracked by Wall St. Rank held Univest Financial as of Q4 2019.

Based on Retirement Group's 13F filing for Q4 2019, filed 30 Aug 2021.