TCWP’s Univest Financial UVSP Stock Holding History

TCWP’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
2022 Q2	–	Sell	-66	Closed	-$1K	–	1675
2022 Q1	$1K	Buy	+66	New	+$1.94K	﹤0.01%	1647

Other funds holding UVSP

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

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

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

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

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

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

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

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

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

ECA

Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return

TCWP's UVSP Position: Q2 2022 in Review

TCWP sold out of Univest Financial (UVSP) in Q2 2022, closing a stake of 66 shares — an estimated $1K sold.

TCWP first reported a position in UVSP in Q1 2022 and held it in 1 quarter. The position peaked at $1K in Q1 2022. 137 funds tracked by Wall St. Rank hold UVSP as of Q2 2022.

TCWP reported no remaining Univest Financial position as of Q2 2022 after selling out during the quarter.
TCWP sold 66 Univest Financial shares in Q2 2022, an estimated $1K.
TCWP first reported a position in Univest Financial in Q1 2022 and held it in 1 quarter.
TCWP's Univest Financial position peaked at $1K in Q1 2022.
137 funds tracked by Wall St. Rank held Univest Financial as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.