Edge Wealth Management’s Under Armour UAA Stock Holding History

Edge Wealth Management’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
2022 Q1	–	Sell	-23	Closed	-$1K	–	428
2021 Q4	$1K	Hold	23	–	–	﹤0.01%	493
2021 Q3	$1K	Hold	23	–	–	﹤0.01%	511
2021 Q2	$1K	Hold	23	–	–	﹤0.01%	421
2021 Q1	$1K	Hold	23	–	–	﹤0.01%	417
2020 Q4	$1K	Hold	23	–	–	﹤0.01%	365
2020 Q3	$1K	Hold	23	–	–	﹤0.01%	419
2020 Q2	$1K	Hold	23	–	–	﹤0.01%	651
2020 Q1	$1K	Hold	23	–	–	﹤0.01%	603
2019 Q4	$1K	Hold	23	–	–	﹤0.01%	567
2019 Q3	$1K	Hold	23	–	–	﹤0.01%	573
2019 Q2	$1K	Hold	23	–	–	﹤0.01%	575
2019 Q1	$0	Hold	23	–	–	﹤0.01%	609
2018 Q4	$0	Hold	23	–	–	﹤0.01%	624
2018 Q3	$1K	Hold	23	–	–	﹤0.01%	585
2018 Q2	$1K	Hold	23	–	–	﹤0.01%	560
2018 Q1	$1K	Sell	23 -4,000	-99%	-$62.6K	﹤0.01%	535
2017 Q4	$60K	Sell	4,023 -10,345	-72%	-$149K	0.02%	208
2017 Q3	$237K	Buy	14,368 +1,835	+15%	+$33.7K	0.07%	119
2017 Q2	$276K	Buy	12,533 +12,345	+6,566%	+$251K	0.09%	114
2017 Q1	$4K	Sell	188 -8	-4%	-$186	﹤0.01%	426
2016 Q4	$6K	Buy	196 +75	+62%	+$2.46K	﹤0.01%	385
2016 Q3	$5K	Sell	121 -37	-23%	-$1.5K	﹤0.01%	392
2016 Q2	$6K	Sell	158 -42	-21%	-$1.68K	﹤0.01%	359
2016 Q1	$8K	Hold	200	–	–	﹤0.01%	308
2015 Q4	$8K	Buy	200 +60	+43%	+$2.74K	﹤0.01%	313
2015 Q3	$7K	Hold	140	–	–	﹤0.01%	327
2015 Q2	$6K	Buy	140 +120	+600%	+$4.86K	﹤0.01%	336
2015 Q1	$1K	Buy	+20	New	+$736	﹤0.01%	426

Other funds holding UAA

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

SIM

SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Edge Wealth Management's UAA Position: Q1 2022 in Review

Edge Wealth Management sold out of Under Armour (UAA) in Q1 2022, closing a stake of 23 shares — an estimated $1K sold.

Edge Wealth Management first reported a position in UAA in Q1 2015 and held it in 28 quarters. The position peaked at $276K in Q2 2017. 450 funds tracked by Wall St. Rank hold UAA as of Q1 2022.

Edge Wealth Management reported no remaining Under Armour position as of Q1 2022 after selling out during the quarter.
Edge Wealth Management sold 23 Under Armour shares in Q1 2022, an estimated $1K.
Edge Wealth Management first reported a position in Under Armour in Q1 2015 and held it in 28 quarters.
Edge Wealth Management's Under Armour position peaked at $276K in Q2 2017.
450 funds tracked by Wall St. Rank held Under Armour as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.