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Stratos Wealth Advisors’s Universal Corp UVV Stock Holding History

Stratos Wealth Advisors’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
2023
Q3 		– Sell
-41,002
Closed -$2.05M – 715
2023
Q2 		$2.05M Sell
41,002
-236
-0.6% -$12.4K 0.15% 189
2023
Q1 		$2.18M Sell
41,238
-323
-0.8% -$17K 0.17% 172
2022
Q4 		$2.19M Buy
41,561
+5,201
+14% +$271K 0.18% 157
2022
Q3 		$1.67M Buy
36,360
+3,646
+11% +$191K 0.18% 167
2022
Q2 		$1.98M Buy
32,714
+1,625
+5% +$96.9K 0.18% 148
2022
Q1 		$1.8M Buy
31,089
+5,269
+20% +$290K 0.15% 176
2021
Q4 		$1.42M Buy
+25,820
New +$1.29M 0.1% 237

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Stratos Wealth Advisors's UVV Position: Q3 2023 in Review

Stratos Wealth Advisors sold out of Universal Corp (UVV) in Q3 2023, closing a stake of 41,002 shares — an estimated $2.05M sold.

Stratos Wealth Advisors first reported a position in UVV in Q4 2021 and held it in 7 quarters. The position peaked at $2.19M in Q4 2022. 183 funds tracked by Wall St. Rank hold UVV as of Q3 2023.

  • Stratos Wealth Advisors reported no remaining Universal Corp position as of Q3 2023 after selling out during the quarter.
  • Stratos Wealth Advisors sold 41,002 Universal Corp shares in Q3 2023, an estimated $2.05M.
  • Stratos Wealth Advisors first reported a position in Universal Corp in Q4 2021 and held it in 7 quarters.
  • Stratos Wealth Advisors's Universal Corp position peaked at $2.19M in Q4 2022.
  • 183 funds tracked by Wall St. Rank held Universal Corp as of Q3 2023.

Based on Stratos Wealth Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.