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Wealthcare Advisory Partners’s Univest Financial UVSP Stock Holding History

Wealthcare Advisory Partners’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
2021
Q2 		– Sell
-203
Closed -$6K – 1799
2021
Q1 		$6K Buy
+203
New +$5.15K ﹤0.01% 1610

Other funds holding UVSP

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wealthcare Advisory Partners's UVSP Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Univest Financial (UVSP) in Q2 2021, closing a stake of 203 shares — an estimated $6K sold.

Wealthcare Advisory Partners first reported a position in UVSP in Q1 2021 and held it in 1 quarter. The position peaked at $6K in Q1 2021. 137 funds tracked by Wall St. Rank hold UVSP as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining Univest Financial position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 203 Univest Financial shares in Q2 2021, an estimated $6K.
  • Wealthcare Advisory Partners first reported a position in Univest Financial in Q1 2021 and held it in 1 quarter.
  • Wealthcare Advisory Partners's Univest Financial position peaked at $6K in Q1 2021.
  • 137 funds tracked by Wall St. Rank held Univest Financial as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.