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

Executive 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
2019
Q3 		– Sell
-487
Closed -$11K – 744
2019
Q2 		$11K Buy
487
+485
+24,250% +$10.1K ﹤0.01% 599
2019
Q1 		$0 Sell
2
-14
-88% -$265 ﹤0.01% 940
2018
Q4 		$0 Buy
+16
New +$303 ﹤0.01% 908

Other funds holding UA

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Executive Wealth Management's UA Position: Q3 2019 in Review

Executive Wealth Management sold out of Under Armour Class C (UA) in Q3 2019, closing a stake of 487 shares — an estimated $11K sold.

Executive Wealth Management first reported a position in UA in Q4 2018 and held it in 3 quarters. The position peaked at $11K in Q2 2019. 413 funds tracked by Wall St. Rank hold UA as of Q3 2019.

  • Executive Wealth Management reported no remaining Under Armour Class C position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 487 Under Armour Class C shares in Q3 2019, an estimated $11K.
  • Executive Wealth Management first reported a position in Under Armour Class C in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Under Armour Class C position peaked at $11K in Q2 2019.
  • 413 funds tracked by Wall St. Rank held Under Armour Class C as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.