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Wealthcare Capital Management’s Universal Corp UVV Stock Holding History

Wealthcare Capital Management’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
2021
Q2 		– Sell
-32
Closed -$2K – 638
2021
Q1 		$2K Buy
+32
New +$1.68K ﹤0.01% 612

Other funds holding UVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthcare Capital Management's UVV Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Universal Corp (UVV) in Q2 2021, closing a stake of 32 shares — an estimated $2K sold.

Wealthcare Capital Management first reported a position in UVV in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 174 funds tracked by Wall St. Rank hold UVV as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Universal Corp position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 32 Universal Corp shares in Q2 2021, an estimated $2K.
  • Wealthcare Capital Management first reported a position in Universal Corp in Q1 2021 and held it in 1 quarter.
  • Wealthcare Capital Management's Universal Corp position peaked at $2K in Q1 2021.
  • 174 funds tracked by Wall St. Rank held Universal Corp as of Q2 2021.

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