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

BDO 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 Q2	$336	Sell	50 -400	-89%	-$2.94K	﹤0.01%	948
2023 Q1	$3.84K	Hold	450	–	–	﹤0.01%	829
2022 Q4	$4.01K	Hold	450	–	–	﹤0.01%	793
2022 Q3	$3K	Hold	450	–	–	﹤0.01%	899
2022 Q2	$3K	Sell	450 -450	-50%	-$5.06K	﹤0.01%	871
2022 Q1	$14K	Buy	900 +500	+125%	+$7.83K	﹤0.01%	672
2021 Q4	$7K	Hold	400	–	–	﹤0.01%	785
2021 Q3	$7K	Hold	400	–	–	﹤0.01%	788
2021 Q2	$7K	Hold	400	–	–	﹤0.01%	823
2021 Q1	$7K	Sell	400 -170	-30%	-$2.99K	﹤0.01%	802
2020 Q4	$8K	Buy	570 +400	+235%	+$5.35K	﹤0.01%	582
2020 Q3	$2K	Sell	170 -1,545	-90%	-$14.5K	﹤0.01%	720
2020 Q2	$15K	Buy	1,715 +1,400	+444%	+$11.9K	﹤0.01%	457
2020 Q1	$3K	Buy	+315	New	+$4.52K	﹤0.01%	656

Other funds holding UA

BCP

BDT Capital Partners Chicago, Illinois $3.51B AUM 31.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BDO Wealth Advisors's UA Position: Q2 2023 in Review

BDO Wealth Advisors reduced its Under Armour Class C (UA) stake by 89% in Q2 2023, selling an estimated $2.94K and leaving 50 shares worth $336. The position accounts for ﹤0.01% of the portfolio, ranked #948.

BDO Wealth Advisors first reported a position in UA in Q1 2020 and has held it in 14 quarters since. The position peaked at $15K in Q2 2020. 338 funds tracked by Wall St. Rank hold UA as of Q2 2023.

BDO Wealth Advisors held 50 shares of Under Armour Class C worth $336 as of Q2 2023.
BDO Wealth Advisors sold 400 Under Armour Class C shares in Q2 2023, an estimated $2.94K.
Under Armour Class C made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #948 holding.
BDO Wealth Advisors first reported a position in Under Armour Class C in Q1 2020 and has held it in 14 quarters since.
BDO Wealth Advisors's Under Armour Class C position peaked at $15K in Q2 2020.
338 funds tracked by Wall St. Rank held Under Armour Class C as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.