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Spire Wealth Management’s Universal Corp UVV Stock Holding History

Spire 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
2024
Q3 		– Sell
-500
Closed -$24.1K – 2275
2024
Q2 		$24.1K Buy
+500
New +$24.9K ﹤0.01% 1377
2022
Q1 		– Sell
-21
Closed -$1K – 2882
2021
Q4 		$1K Buy
+21
New +$1.05K ﹤0.01% 2896
2021
Q2 		– Sell
-21
Closed -$1K – 2968
2021
Q1 		$1K Buy
+21
New +$1.1K ﹤0.01% 2958

Other funds holding UVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Spire Wealth Management's UVV Position: Q3 2024 in Review

Spire Wealth Management sold out of Universal Corp (UVV) in Q3 2024, closing a stake of 500 shares — an estimated $24.1K sold.

Spire Wealth Management first reported a position in UVV in Q1 2021 and held it in 3 quarters. The position peaked at $24.1K in Q2 2024. 224 funds tracked by Wall St. Rank hold UVV as of Q3 2024.

  • Spire Wealth Management reported no remaining Universal Corp position as of Q3 2024 after selling out during the quarter.
  • Spire Wealth Management sold 500 Universal Corp shares in Q3 2024, an estimated $24.1K.
  • Spire Wealth Management first reported a position in Universal Corp in Q1 2021 and held it in 3 quarters.
  • Spire Wealth Management's Universal Corp position peaked at $24.1K in Q2 2024.
  • 224 funds tracked by Wall St. Rank held Universal Corp as of Q3 2024.

Based on Spire Wealth Management's 13F filing for Q3 2024, filed 15 Oct 2024.