Univest Financial (UVSP) Investment Advisory (2012 - 2018)

Univest Financial's Investment Advisory history runs 7 years deep, the most recent figure standing at $3.7 million for Q1 2018.

• In Q1 2018, Investment Advisory rose 15.78% year-over-year to $3.7 million; the TTM figure through Mar 2018 stood at $14.0 million (up 16.94% YoY), while the FY2017 annual figure was $13.5 million, up 17.77% from the prior year.
• Investment Advisory came in at $3.7 million for Q1 2018 at Univest Financial, up from $3.5 million in the prior quarter.
• In the past five years, Investment Advisory ranged from a high of $3.7 million in Q1 2018 to a low of $2.6 million in Q4 2015.
• A 5-year average of $3.0 million and a median of $3.0 million in 2014 frame the typical range for Investment Advisory.
• Across the five-year window, Investment Advisory soared 77.36% in 2014 and dropped 12.93% in 2015, its largest moves.
• Univest Financial's Investment Advisory stood at $2.8 million in 2014, then fell by 4.82% to $2.6 million in 2015, then advanced by 16.94% to $3.1 million in 2016, then climbed by 13.44% to $3.5 million in 2017, then increased by 5.68% to $3.7 million in 2018.
• According to Business Quant data, Investment Advisory over the past three periods registered $3.7 million, $3.5 million, and $3.5 million for Q1 2018, Q4 2017, and Q3 2017 respectively.

Peer Comparison