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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

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All positions including Univest Corp. of PA held by Compass Ion Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Univest Corp. of PA by Compass Ion Advisors

Quarter filed Position value Share count Share price at filing
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