WR Wealth Planners’s Universal Corp UVV Stock Holding History

WR Wealth Planners’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
2024 Q4	$110	Hold	2	–	–	﹤0.01%	1078
2024 Q3	$106	Hold	2	–	–	﹤0.01%	1115
2024 Q2	$96	Hold	2	–	–	﹤0.01%	1118
2024 Q1	$103	Buy	+2	New	+$109	﹤0.01%	1145

Other funds holding UVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WR Wealth Planners's UVV Position: Q4 2024 in Review

WR Wealth Planners held its Universal Corp (UVV) position steady in Q4 2024 at 2 shares worth $110. The position accounts for ﹤0.01% of the portfolio, ranked #1078.

WR Wealth Planners first reported a position in UVV in Q1 2024 and has held it in 4 quarters since. 213 funds tracked by Wall St. Rank hold UVV as of Q4 2024.

WR Wealth Planners held 2 shares of Universal Corp worth $110 as of Q4 2024.
WR Wealth Planners left its Universal Corp share count unchanged in Q4 2024.
Universal Corp made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #1078 holding.
WR Wealth Planners first reported a position in Universal Corp in Q1 2024 and has held it in 4 quarters since.
213 funds tracked by Wall St. Rank held Universal Corp as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.