TCI Wealth Advisors’s Univest Financial UVSP Stock Holding History

TCI 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
2023 Q2	–	Sell	-421	Closed	-$9.99K	–	2142
2023 Q1	$9.99K	Hold	421	–	–	﹤0.01%	1090
2022 Q4	$11K	Hold	421	–	–	﹤0.01%	1016
2022 Q3	$10K	Hold	421	–	–	﹤0.01%	1040
2022 Q2	$11K	Hold	421	–	–	﹤0.01%	973
2022 Q1	$11K	Hold	421	–	–	﹤0.01%	1069
2021 Q4	$13K	Hold	421	–	–	﹤0.01%	990
2021 Q3	$12K	Hold	421	–	–	﹤0.01%	998
2021 Q2	$11K	Hold	421	–	–	﹤0.01%	927
2021 Q1	$12K	Buy	+421	New	+$10.7K	0.01%	778

Other funds holding UVSP

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Univest Financial Souderton, Pennsylvania $1.78B AUM 22.52% 1-Year Est. Return

TCI Wealth Advisors's UVSP Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Univest Financial (UVSP) in Q2 2023, closing a stake of 421 shares — an estimated $9.99K sold.

TCI Wealth Advisors first reported a position in UVSP in Q1 2021 and held it in 9 quarters. The position peaked at $13K in Q4 2021. 138 funds tracked by Wall St. Rank hold UVSP as of Q2 2023.

TCI Wealth Advisors reported no remaining Univest Financial position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 421 Univest Financial shares in Q2 2023, an estimated $9.99K.
TCI Wealth Advisors first reported a position in Univest Financial in Q1 2021 and held it in 9 quarters.
TCI Wealth Advisors's Univest Financial position peaked at $13K in Q4 2021.
138 funds tracked by Wall St. Rank held Univest Financial as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.