TriaGen Wealth Management’s Univar Solutions Inc. UNVR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-9,502
Closed -$341K 175
2023
Q2
$341K Sell
9,502
-64
-0.7% -$2.27K 0.16% 120
2023
Q1
$335K Sell
9,566
-182
-2% -$6.17K 0.17% 113
2022
Q4
$310K Buy
+9,748
New +$280K 0.17% 127
2022
Q2
Sell
-7,580
Closed -$244K 202
2022
Q1
$244K Sell
7,580
-666
-8% -$19.6K 0.13% 155
2021
Q4
$234K Buy
+8,246
New +$223K 0.12% 163
2021
Q3
Sell
-8,246
Closed -$202K 201
2021
Q2
$202K Buy
+8,246
New +$207K 0.1% 182

Other funds holding UNVR

TriaGen Wealth Management's UNVR Position: Q3 2023 in Review

TriaGen Wealth Management sold out of Univar Solutions Inc. (UNVR) in Q3 2023, closing a stake of 9,502 shares — an estimated $341K sold.

TriaGen Wealth Management first reported a position in UNVR in Q2 2021 and held it in 6 quarters. The position peaked at $341K in Q2 2023. 1 fund tracked by Wall St. Rank holds UNVR as of Q3 2023.

  • TriaGen Wealth Management reported no remaining Univar Solutions Inc. position as of Q3 2023 after selling out during the quarter.
  • TriaGen Wealth Management sold 9,502 Univar Solutions Inc. shares in Q3 2023, an estimated $341K.
  • TriaGen Wealth Management first reported a position in Univar Solutions Inc. in Q2 2021 and held it in 6 quarters.
  • TriaGen Wealth Management's Univar Solutions Inc. position peaked at $341K in Q2 2023.
  • 1 fund tracked by Wall St. Rank held Univar Solutions Inc. as of Q3 2023.

Based on TriaGen Wealth Management's 13F filing for Q3 2023, filed 23 Oct 2023.