SeaCrest Wealth Management’s Universal Corp UVV Stock Holding History

SeaCrest Wealth Management’s Portfolio UVV Stock Details UVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-400	Closed	-$24K	–	1477
2022 Q2	$24K	Buy	+400	New	+$23.9K	﹤0.01%	1424
2019 Q2	–	Sell	-1,300	Closed	-$75K	–	1773
2019 Q1	$75K	Buy	+1,300	New	+$74.7K	0.01%	800
2018 Q3	–	Sell	-400	Closed	-$26K	–	2339
2018 Q2	$26K	Sell	400 -400	-50%	-$22.1K	﹤0.01%	1256
2018 Q1	$39K	Buy	+800	New	+$39.7K	0.01%	1058

Other funds holding UVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SeaCrest Wealth Management's UVV Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Universal Corp (UVV) in Q3 2022, closing a stake of 400 shares — an estimated $24K sold.

SeaCrest Wealth Management first reported a position in UVV in Q1 2018 and held it in 4 quarters. The position peaked at $75K in Q1 2019. 181 funds tracked by Wall St. Rank hold UVV as of Q3 2022.

SeaCrest Wealth Management reported no remaining Universal Corp position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 400 Universal Corp shares in Q3 2022, an estimated $24K.
SeaCrest Wealth Management first reported a position in Universal Corp in Q1 2018 and held it in 4 quarters.
SeaCrest Wealth Management's Universal Corp position peaked at $75K in Q1 2019.
181 funds tracked by Wall St. Rank held Universal Corp as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.