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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 Buy
1,380
+2
+0.1% +$80 0.06% 149
2016
Q1 		$58K Hold
1,378
– – 0.05% 153
2015
Q4 		$55K Buy
1,378
+200
+17% +$9.12K 0.04% 141
2015
Q3 		$57K Buy
1,178
+138
+13% +$6.56K 0.07% 126
2015
Q2 		$43K Hold
1,040
– – 0.05% 157
2015
Q1 		$42K Buy
1,040
+400
+63% +$14.7K 0.04% 151
2014
Q4 		$22K Buy
+640
New +$21.6K 0.02% 185

Other funds holding UAA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
AC
AKO Capital London, United Kingdom $4.29B AUM 4.26% 1-Year Est. Return
SIM
SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return

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

Burt Wealth Advisors sold out of Under Armour (UAA) in Q1 2021, closing a stake of 885 shares — an estimated $15K sold.

Burt Wealth Advisors first reported a position in UAA in Q4 2014 and held it in 19 quarters. The position peaked at $58K in Q1 2016. 435 funds tracked by Wall St. Rank hold UAA as of Q1 2021.

  • Burt Wealth Advisors reported no remaining Under Armour position as of Q1 2021 after selling out during the quarter.
  • Burt Wealth Advisors sold 885 Under Armour shares in Q1 2021, an estimated $15K.
  • Burt Wealth Advisors first reported a position in Under Armour in Q4 2014 and held it in 19 quarters.
  • Burt Wealth Advisors's Under Armour position peaked at $58K in Q1 2016.
  • 435 funds tracked by Wall St. Rank held Under Armour as of Q1 2021.

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