Wealth Enhancement Advisory Services
UNVR

Wealth Enhancement Advisory Services’s Univar Solutions Inc. UNVR Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio UNVR Stock Details UNVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-190,442
Closed -$4.49M – 380
2022
Q3 		$4.49M Buy
+190,442
New +$4.78M 0.06% 123

Other funds holding UNVR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Wealth Enhancement Advisory Services's UNVR Position: Q4 2022 in Review

Wealth Enhancement Advisory Services sold out of Univar Solutions Inc. (UNVR) in Q4 2022, closing a stake of 190,442 shares — an estimated $4.49M sold.

Wealth Enhancement Advisory Services first reported a position in UNVR in Q3 2022 and held it in 1 quarter. The position peaked at $4.49M in Q3 2022. 321 funds tracked by Wall St. Rank hold UNVR as of Q4 2022.

  • Wealth Enhancement Advisory Services reported no remaining Univar Solutions Inc. position as of Q4 2022 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 190,442 Univar Solutions Inc. shares in Q4 2022, an estimated $4.49M.
  • Wealth Enhancement Advisory Services first reported a position in Univar Solutions Inc. in Q3 2022 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's Univar Solutions Inc. position peaked at $4.49M in Q3 2022.
  • 321 funds tracked by Wall St. Rank held Univar Solutions Inc. as of Q4 2022.

Based on Wealth Enhancement Advisory Services's 13F filing for Q4 2022, filed 1 Feb 2023.