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Evoke Wealth’s Under Armour Class C UA Stock Holding History

Evoke Wealth’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
2022
Q3 		– Sell
-101
Closed -$1K – 1269
2022
Q2 		$1K Sell
101
-175
-63% -$1.97K ﹤0.01% 1140
2022
Q1 		$4K Buy
+276
New +$4.32K ﹤0.01% 971
2021
Q2 		– Sell
-26
Closed – – 1234
2021
Q1 		$0 Hold
26
– – ﹤0.01% 1206
2020
Q4 		$0 Buy
+26
New +$348 ﹤0.01% 1078
2020
Q2 		– Sell
-34
Closed -$274 – 1192
2020
Q1 		$274 Buy
+34
New +$488 ﹤0.01% 1072
2019
Q4 		– Sell
-1,073
Closed -$19.5K – 1459
2019
Q3 		$19.5K Buy
+1,073
New +$21.1K ﹤0.01% 670

Other funds holding UA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCM
Dorsal Capital Management Redwood City, California $2.57B AUM 3.13% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Evoke Wealth's UA Position: Q3 2022 in Review

Evoke Wealth sold out of Under Armour Class C (UA) in Q3 2022, closing a stake of 101 shares — an estimated $1K sold.

Evoke Wealth first reported a position in UA in Q3 2019 and held it in 6 quarters. The position peaked at $19.5K in Q3 2019. 354 funds tracked by Wall St. Rank hold UA as of Q3 2022.

  • Evoke Wealth reported no remaining Under Armour Class C position as of Q3 2022 after selling out during the quarter.
  • Evoke Wealth sold 101 Under Armour Class C shares in Q3 2022, an estimated $1K.
  • Evoke Wealth first reported a position in Under Armour Class C in Q3 2019 and held it in 6 quarters.
  • Evoke Wealth's Under Armour Class C position peaked at $19.5K in Q3 2019.
  • 354 funds tracked by Wall St. Rank held Under Armour Class C as of Q3 2022.

Based on Evoke Wealth's 13F filing for Q3 2022, filed 7 Nov 2022.