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Spire Wealth Management’s Univest Financial UVSP Stock Holding History

Spire Wealth Management’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
Q1 		– Sell
-27
Closed -$548 – 2403
2023
Q4 		$548 Buy
+27
New +$506 ﹤0.01% 2351

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Spire Wealth Management's UVSP Position: Q1 2024 in Review

Spire Wealth Management sold out of Univest Financial (UVSP) in Q1 2024, closing a stake of 27 shares — an estimated $548 sold.

Spire Wealth Management first reported a position in UVSP in Q4 2023 and held it in 1 quarter. The position peaked at $548 in Q4 2023. 138 funds tracked by Wall St. Rank hold UVSP as of Q1 2024.

  • Spire Wealth Management reported no remaining Univest Financial position as of Q1 2024 after selling out during the quarter.
  • Spire Wealth Management sold 27 Univest Financial shares in Q1 2024, an estimated $548.
  • Spire Wealth Management first reported a position in Univest Financial in Q4 2023 and held it in 1 quarter.
  • Spire Wealth Management's Univest Financial position peaked at $548 in Q4 2023.
  • 138 funds tracked by Wall St. Rank held Univest Financial as of Q1 2024.

Based on Spire Wealth Management's 13F filing for Q1 2024, filed 24 Apr 2024.