Univest Corp. of PA shares owned by Compass Ion Advisors
Quarter-by-quarter ownership of Univest Corp. of PA (UVSP) shares owned by Compass Ion Advisors
from 13F filings
Historical chart of Compass Ion Advisors investment in Univest Corp. of PA
Tip: Access up to 7 years of quarterly data
All positions including Univest Corp. of PA held by Compass Ion Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Univest Corp. of PA by Compass Ion Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.0M | 37k | 28.14 |
| 2024-06-30 | $799k | 38k | 20.82 |
| 2024-03-31 | $799k | 38k | 20.82 |
| 2023-12-31 | $842k | 38k | 22.03 |
| 2023-09-30 | $662k | 38k | 17.38 |
| 2023-06-30 | $686k | 38k | 18.08 |
| 2023-03-31 | $1.3M | 54k | 23.74 |
| 2022-12-31 | $1.4M | 52k | 26.13 |
| 2022-09-30 | $1.3M | 55k | 23.47 |
| 2022-06-30 | $1.3M | 52k | 25.45 |
| 2022-03-31 | $1.4M | 52k | 26.75 |
| 2021-12-31 | $1.4M | 52k | 27.40 |
| 2021-09-30 | $1.4M | 52k | 27.40 |
| 2021-06-30 | $1.4M | 52k | 26.37 |
| 2021-03-31 | $1.5M | 51k | 28.60 |
| 2020-12-31 | $1.1M | 51k | 20.58 |
| 2020-09-30 | $844k | 52k | 16.13 |
| 2020-06-30 | $844k | 52k | 16.13 |
| 2020-03-31 | $854k | 52k | 16.32 |
| 2019-12-31 | $1.5M | 55k | 26.79 |