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Amplius Wealth Advisors’s Under Armour Class C UA Stock Holding History

Amplius Wealth Advisors’s Portfolio UA Stock Details UA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-141
Closed -$2K – 846
2021
Q4 		$2K Buy
+141
New +$2.74K ﹤0.01% 862

Other funds holding UA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCM
Dorsal Capital Management Redwood City, California $2.57B AUM 3.13% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Amplius Wealth Advisors's UA Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Under Armour Class C (UA) in Q1 2022, closing a stake of 141 shares — an estimated $2K sold.

Amplius Wealth Advisors first reported a position in UA in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 393 funds tracked by Wall St. Rank hold UA as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining Under Armour Class C position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 141 Under Armour Class C shares in Q1 2022, an estimated $2K.
  • Amplius Wealth Advisors first reported a position in Under Armour Class C in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's Under Armour Class C position peaked at $2K in Q4 2021.
  • 393 funds tracked by Wall St. Rank held Under Armour Class C as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.