Burt Wealth Advisors’s Under Armour UAA Stock Holding History

Burt 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
2021 Q1	–	Sell	-885	Closed	-$15K	–	345
2020 Q4	$15K	Hold	885	–	–	0.01%	267
2020 Q3	$10K	Hold	885	–	–	﹤0.01%	283
2020 Q2	$9K	Hold	885	–	–	﹤0.01%	273
2020 Q1	$8K	Hold	885	–	–	﹤0.01%	282
2019 Q4	$19K	Buy	885 +385	+77%	+$7.48K	0.01%	247
2019 Q3	$10K	Hold	500	–	–	﹤0.01%	271
2019 Q2	$13K	Hold	500	–	–	0.01%	263
2019 Q1	$11K	Buy	+500	New	+$10.5K	0.01%	272
2017 Q3	–	Sell	-1,289	Closed	-$28K	–	406
2017 Q2	$28K	Buy	1,289 +789	+158%	+$16.1K	0.02%	235
2017 Q1	$10K	Sell	500 -478	-49%	-$11.1K	0.01%	260
2016 Q4	$28K	Sell	978 -402	-29%	-$13.2K	0.03%	210
2016 Q3	$50K	Hold	1,380	–	–	0.05%	159
2016 Q2	$53K	Sell	1,380 -8	-0.6%	-$318	0.06%	149
2016 Q1	$58K	Hold	1,388	–	–	0.05%	153
2015 Q4	$55K	Buy	1,388 +202	+17%	+$9.15K	0.04%	141
2015 Q3	$57K	Buy	1,186 +139	+13%	+$6.56K	0.07%	126
2015 Q2	$43K	Hold	1,047	–	–	0.05%	157
2015 Q1	$42K	Buy	1,047 +402	+62%	+$14.7K	0.04%	151
2014 Q4	$22K	Buy	+645	New	+$21.6K	0.02%	185

Other funds holding UAA

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Loomis, Sayles & Company

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

AKO Capital London, United Kingdom $5.11B AUM 2.56% 1-Year Est. Return

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