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Westbourne Investment Advisors’s Univest Financial UVSP Stock Holding History

Westbourne Investment Advisors’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
2020
Q1 		– Sell
-9,616
Closed -$258K – 94
2019
Q4 		$258K Hold
9,616
– – 0.18% 88
2019
Q3 		$245K Hold
9,616
– – 0.18% 86
2019
Q2 		$253K Hold
9,616
– – 0.21% 81
2019
Q1 		$235K Hold
9,616
– – 0.18% 89
2018
Q4 		$207K Hold
9,616
– – 0.18% 91
2018
Q3 		$254K Buy
+9,616
New +$268K 0.18% 89

Other funds holding UVSP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UF
Univest Financial Souderton, Pennsylvania $1.78B AUM 22.52% 1-Year Est. Return

Westbourne Investment Advisors's UVSP Position: Q1 2020 in Review

Westbourne Investment Advisors sold out of Univest Financial (UVSP) in Q1 2020, closing a stake of 9,616 shares — an estimated $258K sold.

Westbourne Investment Advisors first reported a position in UVSP in Q3 2018 and held it in 6 quarters. The position peaked at $258K in Q4 2019. 127 funds tracked by Wall St. Rank hold UVSP as of Q1 2020.

  • Westbourne Investment Advisors reported no remaining Univest Financial position as of Q1 2020 after selling out during the quarter.
  • Westbourne Investment Advisors sold 9,616 Univest Financial shares in Q1 2020, an estimated $258K.
  • Westbourne Investment Advisors first reported a position in Univest Financial in Q3 2018 and held it in 6 quarters.
  • Westbourne Investment Advisors's Univest Financial position peaked at $258K in Q4 2019.
  • 127 funds tracked by Wall St. Rank held Univest Financial as of Q1 2020.

Based on Westbourne Investment Advisors's 13F filing for Q1 2020, filed 21 Apr 2020.