BDO Wealth Advisors’s Under Armour UAA Stock Holding History

BDO Wealth Advisors’s Portfolio UAA Stock Details UAA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$3.27K	Sell	453 -200	-31%	-$1.61K	﹤0.01%	815
2023 Q1	$6.2K	Sell	653 -500	-43%	-$5.2K	﹤0.01%	774
2022 Q4	$11.7K	Buy	1,153 +500	+77%	+$4.32K	﹤0.01%	658
2022 Q3	$4K	Hold	653	–	–	﹤0.01%	860
2022 Q2	$5K	Buy	653 +50	+8%	+$613	﹤0.01%	789
2022 Q1	$10K	Hold	603	–	–	﹤0.01%	740
2021 Q4	$13K	Hold	603	–	–	﹤0.01%	704
2021 Q3	$12K	Hold	603	–	–	﹤0.01%	702
2021 Q2	$13K	Hold	603	–	–	﹤0.01%	715
2021 Q1	$13K	Hold	603	–	–	﹤0.01%	698
2020 Q4	$10K	Buy	603 +200	+50%	+$3.06K	﹤0.01%	551
2020 Q3	$5K	Sell	403 -103	-20%	-$1.08K	﹤0.01%	565
2020 Q2	$5K	Hold	506	–	–	﹤0.01%	567
2020 Q1	$5K	Buy	+506	New	+$8.13K	﹤0.01%	607
2019 Q2	–	Sell	-200	Closed	-$4K	–	692
2019 Q1	$4K	Hold	200	–	–	﹤0.01%	521
2018 Q4	$4K	Hold	200	–	–	﹤0.01%	464
2018 Q3	$4K	Sell	200 -2,400	-92%	-$50K	﹤0.01%	522
2018 Q2	$58K	Hold	2,600	–	–	0.02%	273
2018 Q1	$43K	Buy	+2,600	New	+$40.7K	0.02%	265
2017 Q3	–	Sell	-2,600	Closed	-$57K	–	540
2017 Q2	$57K	Buy	+2,600	New	+$52.9K	0.02%	225

Other funds holding UAA

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

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

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

BDO Wealth Advisors reduced its Under Armour (UAA) stake by 31% in Q2 2023, selling an estimated $1.61K and leaving 453 shares worth $3.27K. The position accounts for ﹤0.01% of the portfolio, ranked #815.

BDO Wealth Advisors first reported a position in UAA in Q2 2017 and has held it in 20 quarters since. The position peaked at $58K in Q2 2018. 373 funds tracked by Wall St. Rank hold UAA as of Q2 2023.

BDO Wealth Advisors held 453 shares of Under Armour worth $3.27K as of Q2 2023.
BDO Wealth Advisors sold 200 Under Armour shares in Q2 2023, an estimated $1.61K.
Under Armour made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #815 holding.
BDO Wealth Advisors first reported a position in Under Armour in Q2 2017 and has held it in 20 quarters since.
BDO Wealth Advisors's Under Armour position peaked at $58K in Q2 2018.
373 funds tracked by Wall St. Rank held Under Armour as of Q2 2023.

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