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

Burt 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
2021 Q1	–	Sell	-2,037	Closed	-$30K	–	344
2020 Q4	$30K	Buy	2,037 +1,650	+426%	+$22.1K	0.01%	218
2020 Q3	$4K	Hold	387	–	–	﹤0.01%	325
2020 Q2	$3K	Hold	387	–	–	﹤0.01%	322
2020 Q1	$3K	Hold	387	–	–	﹤0.01%	335
2019 Q4	$7K	Buy	+387	New	+$6.81K	﹤0.01%	287
2019 Q1	–	Sell	-950	Closed	-$15K	–	378
2018 Q4	$15K	Hold	950	–	–	0.01%	259
2018 Q3	$18K	Hold	950	–	–	0.01%	263
2018 Q2	$20K	Hold	950	–	–	0.01%	247
2018 Q1	$14K	Hold	950	–	–	0.01%	272
2017 Q4	$13K	Buy	950 +450	+90%	+$5.89K	0.01%	262
2017 Q3	$8K	Buy	+500	New	+$8.42K	0.01%	277

Other funds holding UA

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

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

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 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

SIM

SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Burt Wealth Advisors's UA Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Under Armour Class C (UA) in Q1 2021, closing a stake of 2,037 shares — an estimated $30K sold.

Burt Wealth Advisors first reported a position in UA in Q3 2017 and held it in 11 quarters. The position peaked at $30K in Q4 2020. 395 funds tracked by Wall St. Rank hold UA as of Q1 2021.

Burt Wealth Advisors reported no remaining Under Armour Class C position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 2,037 Under Armour Class C shares in Q1 2021, an estimated $30K.
Burt Wealth Advisors first reported a position in Under Armour Class C in Q3 2017 and held it in 11 quarters.
Burt Wealth Advisors's Under Armour Class C position peaked at $30K in Q4 2020.
395 funds tracked by Wall St. Rank held Under Armour Class C as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.