Edge Wealth Management’s Under Armour Class C UA Stock Holding History

Edge Wealth Management’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
2020 Q3	–	Sell	-300	Closed	-$3K	–	623
2020 Q2	$3K	Hold	300	–	–	﹤0.01%	597
2020 Q1	$2K	Hold	300	–	–	﹤0.01%	553
2019 Q4	$6K	Hold	300	–	–	﹤0.01%	477
2019 Q3	$5K	Hold	300	–	–	﹤0.01%	484
2019 Q2	$7K	Hold	300	–	–	﹤0.01%	459
2019 Q1	$6K	Hold	300	–	–	﹤0.01%	452
2018 Q4	$5K	Hold	300	–	–	﹤0.01%	472
2018 Q3	$6K	Buy	+300	New	+$5.79K	﹤0.01%	490
2017 Q3	–	Sell	-90	Closed	-$2K	–	560
2017 Q2	$2K	Hold	90	–	–	﹤0.01%	486
2017 Q1	$2K	Hold	90	–	–	﹤0.01%	462
2016 Q4	$2K	Buy	+90	New	+$2.49K	﹤0.01%	437

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

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

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Edge Wealth Management's UA Position: Q3 2020 in Review

Edge Wealth Management sold out of Under Armour Class C (UA) in Q3 2020, closing a stake of 300 shares — an estimated $3K sold.

Edge Wealth Management first reported a position in UA in Q4 2016 and held it in 11 quarters. The position peaked at $7K in Q2 2019. 372 funds tracked by Wall St. Rank hold UA as of Q3 2020.

Edge Wealth Management reported no remaining Under Armour Class C position as of Q3 2020 after selling out during the quarter.
Edge Wealth Management sold 300 Under Armour Class C shares in Q3 2020, an estimated $3K.
Edge Wealth Management first reported a position in Under Armour Class C in Q4 2016 and held it in 11 quarters.
Edge Wealth Management's Under Armour Class C position peaked at $7K in Q2 2019.
372 funds tracked by Wall St. Rank held Under Armour Class C as of Q3 2020.

Based on Edge Wealth Management's 13F filing for Q3 2020, filed 21 Oct 2020.