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

Atlas Private 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
2023
Q4 		– Sell
-27,420
Closed -$175K – 190
2023
Q3 		$175K Sell
27,420
-12,810
-32% -$88.2K 0.03% 175
2023
Q2 		$270K Buy
+40,230
New +$295K 0.05% 154

Other funds holding UA

BCP
BDT Capital Partners Chicago, Illinois $3.51B AUM 31.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Atlas Private Wealth Advisors's UA Position: Q4 2023 in Review

Atlas Private Wealth Advisors sold out of Under Armour Class C (UA) in Q4 2023, closing a stake of 27,420 shares — an estimated $175K sold.

Atlas Private Wealth Advisors first reported a position in UA in Q2 2023 and held it in 2 quarters. The position peaked at $270K in Q2 2023. 334 funds tracked by Wall St. Rank hold UA as of Q4 2023.

  • Atlas Private Wealth Advisors reported no remaining Under Armour Class C position as of Q4 2023 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 27,420 Under Armour Class C shares in Q4 2023, an estimated $175K.
  • Atlas Private Wealth Advisors first reported a position in Under Armour Class C in Q2 2023 and held it in 2 quarters.
  • Atlas Private Wealth Advisors's Under Armour Class C position peaked at $270K in Q2 2023.
  • 334 funds tracked by Wall St. Rank held Under Armour Class C as of Q4 2023.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2023, filed 10 Jan 2024.