TCI Wealth Advisors’s Universal Corp UVV Stock Holding History

TCI 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 Q2	–	Sell	-92	Closed	-$4.87K	–	2141
2023 Q1	$4.87K	Hold	92	–	–	﹤0.01%	1549
2022 Q4	$4.86K	Sell	92 -101	-52%	-$5.25K	﹤0.01%	1541
2022 Q3	$9K	Buy	193 +5	+3%	+$262	﹤0.01%	1109
2022 Q2	$11K	Hold	188	–	–	﹤0.01%	972
2022 Q1	$11K	Hold	188	–	–	﹤0.01%	1068
2021 Q4	$10K	Buy	188 +96	+104%	+$4.79K	﹤0.01%	1202
2021 Q3	$4K	Buy	92 +18	+24%	+$913	﹤0.01%	1830
2021 Q2	$4K	Hold	74	–	–	﹤0.01%	1645
2021 Q1	$4K	Sell	74 -9	-11%	-$472	﹤0.01%	1433
2020 Q4	$4K	Buy	83 +38	+84%	+$1.71K	﹤0.01%	1023
2020 Q3	$2K	Sell	45 -9	-17%	-$385	﹤0.01%	1196
2020 Q2	$2K	Hold	54	–	–	﹤0.01%	1140
2020 Q1	$2K	Sell	54 -11	-17%	-$549	﹤0.01%	1112
2019 Q4	$4K	Buy	+65	New	+$3.51K	﹤0.01%	958
2019 Q3	–	Sell	-36	Closed	-$2K	–	1635
2019 Q2	$2K	Buy	+36	New	+$2.02K	﹤0.01%	1079
2016 Q2	–	Sell	-13	Closed	-$1K	–	1375
2016 Q1	$1K	Buy	+13	New	+$706	﹤0.01%	1170

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

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

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

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

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

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

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

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

TCI Wealth Advisors sold out of Universal Corp (UVV) in Q2 2023, closing a stake of 92 shares — an estimated $4.87K sold.

TCI Wealth Advisors first reported a position in UVV in Q1 2016 and held it in 16 quarters. The position peaked at $11K in Q2 2022. 197 funds tracked by Wall St. Rank hold UVV as of Q2 2023.

TCI Wealth Advisors reported no remaining Universal Corp position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 92 Universal Corp shares in Q2 2023, an estimated $4.87K.
TCI Wealth Advisors first reported a position in Universal Corp in Q1 2016 and held it in 16 quarters.
TCI Wealth Advisors's Universal Corp position peaked at $11K in Q2 2022.
197 funds tracked by Wall St. Rank held Universal Corp as of Q2 2023.

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