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River Wealth Advisors’s Univest Financial UVSP Stock Holding History

River Wealth Advisors’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
-250
Closed -$5K – 472
2018
Q4 		$5K Hold
250
– – ﹤0.01% 473
2018
Q3 		$7K Hold
250
– – ﹤0.01% 482
2018
Q2 		$7K Buy
+250
New +$7.17K ﹤0.01% 479

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
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

River Wealth Advisors's UVSP Position: Q1 2019 in Review

River Wealth Advisors sold out of Univest Financial (UVSP) in Q1 2019, closing a stake of 250 shares — an estimated $5K sold.

River Wealth Advisors first reported a position in UVSP in Q2 2018 and held it in 3 quarters. The position peaked at $7K in Q3 2018. 131 funds tracked by Wall St. Rank hold UVSP as of Q1 2019.

  • River Wealth Advisors reported no remaining Univest Financial position as of Q1 2019 after selling out during the quarter.
  • River Wealth Advisors sold 250 Univest Financial shares in Q1 2019, an estimated $5K.
  • River Wealth Advisors first reported a position in Univest Financial in Q2 2018 and held it in 3 quarters.
  • River Wealth Advisors's Univest Financial position peaked at $7K in Q3 2018.
  • 131 funds tracked by Wall St. Rank held Univest Financial as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.