Financial Advocates Investment Management’s Under Armour Class C UA Stock Holding History

Financial Advocates Investment 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
2021 Q1	–	Sell	-10,927	Closed	-$163K	–	803
2020 Q4	$163K	Buy	+10,927	New	+$146K	0.01%	686
2020 Q2	–	Sell	-20,598	Closed	-$166K	–	641
2020 Q1	$166K	Sell	20,598 -1,024	-5%	-$14.7K	0.02%	444
2019 Q4	$415K	Sell	21,622 -635	-3%	-$11.2K	0.04%	348
2019 Q3	$404K	Hold	22,257	–	–	0.05%	329
2019 Q2	$494K	Sell	22,257 -1,000	-4%	-$20.8K	0.06%	296
2019 Q1	$439K	Sell	23,257 -550	-2%	-$10.4K	0.05%	299
2018 Q4	$385K	Sell	23,807 -8,629	-27%	-$163K	0.05%	289
2018 Q3	$631K	Buy	32,436 +159	+0.5%	+$3.07K	0.07%	248
2018 Q2	$683K	Buy	32,277 +489	+2%	+$8.69K	0.08%	222
2018 Q1	$456K	Buy	31,788 +948	+3%	+$13.4K	0.06%	272
2017 Q4	$411K	Buy	+30,840	New	+$404K	0.06%	289

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

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

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

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

SIM

SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Financial Advocates Investment Management's UA Position: Q1 2021 in Review

Financial Advocates Investment Management sold out of Under Armour Class C (UA) in Q1 2021, closing a stake of 10,927 shares — an estimated $163K sold.

Financial Advocates Investment Management first reported a position in UA in Q4 2017 and held it in 11 quarters. The position peaked at $683K in Q2 2018. 395 funds tracked by Wall St. Rank hold UA as of Q1 2021.

Financial Advocates Investment Management reported no remaining Under Armour Class C position as of Q1 2021 after selling out during the quarter.
Financial Advocates Investment Management sold 10,927 Under Armour Class C shares in Q1 2021, an estimated $163K.
Financial Advocates Investment Management first reported a position in Under Armour Class C in Q4 2017 and held it in 11 quarters.
Financial Advocates Investment Management's Under Armour Class C position peaked at $683K in Q2 2018.
395 funds tracked by Wall St. Rank held Under Armour Class C as of Q1 2021.

Based on Financial Advocates Investment Management's 13F filing for Q1 2021, filed 10 May 2021.