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

Focused 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
2024
Q4 		– Sell
-474
Closed -$459K – 257
2024
Q3 		$459K Buy
+474
New +$3.4K 0.06% 116
2024
Q1 		– Sell
-474
Closed -$3.96K – 916
2023
Q4 		$3.96K Sell
474
-10
-2% -$72 ﹤0.01% 687
2023
Q3 		$3.09K Sell
484
-8
-2% -$55 ﹤0.01% 716
2023
Q2 		$3.3K Hold
492
– – ﹤0.01% 739
2023
Q1 		$4.2K Hold
492
– – ﹤0.01% 706
2022
Q4 		$4.39K Hold
492
– – ﹤0.01% 679
2022
Q3 		$3K Hold
492
– – ﹤0.01% 726
2022
Q2 		$4K Sell
492
-20
-4% -$225 ﹤0.01% 669
2022
Q1 		$8K Hold
512
– – ﹤0.01% 595
2021
Q4 		$9K Hold
512
– – ﹤0.01% 613
2021
Q3 		$9K Sell
512
-20
-4% -$383 ﹤0.01% 625
2021
Q2 		$10K Hold
532
– – ﹤0.01% 614
2021
Q1 		$10K Sell
532
-12
-2% -$211 ﹤0.01% 603
2020
Q4 		$8K Hold
544
– – ﹤0.01% 594
2020
Q3 		$5K Sell
544
-200
-27% -$1.88K ﹤0.01% 616
2020
Q2 		$7K Sell
744
-66
-8% -$561 ﹤0.01% 542
2020
Q1 		$7K Sell
810
-33
-4% -$473 ﹤0.01% 497
2019
Q4 		$16K Sell
843
-431
-34% -$7.58K ﹤0.01% 443
2019
Q3 		$23K Sell
1,274
-188
-13% -$3.71K 0.01% 374
2019
Q2 		$32K Sell
1,462
-33
-2% -$686 0.01% 365
2019
Q1 		$28K Sell
1,495
-56
-4% -$1.06K 0.01% 345
2018
Q4 		$25K Sell
1,551
-157
-9% -$2.97K 0.01% 363
2018
Q3 		$33K Sell
1,708
-27
-2% -$521 0.01% 328
2018
Q2 		$37K Buy
+1,735
New +$30.8K 0.01% 299
2016
Q4 		– Sell
-3,398
Closed -$115K – 737
2016
Q3 		$115K Buy
3,398
+60
+2% +$2.17K 0.05% 198
2016
Q2 		$122K Buy
+3,338
New +$123K 0.06% 193

Other funds holding UA

BCP
BDT Capital Partners Chicago, Illinois $3.51B AUM 31.02% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Focused Wealth Management's UA Position: Q4 2024 in Review

Focused Wealth Management sold out of Under Armour Class C (UA) in Q4 2024, closing a stake of 474 shares — an estimated $459K sold.

Focused Wealth Management first reported a position in UA in Q2 2016 and held it in 26 quarters. The position peaked at $459K in Q3 2024. 336 funds tracked by Wall St. Rank hold UA as of Q4 2024.

  • Focused Wealth Management reported no remaining Under Armour Class C position as of Q4 2024 after selling out during the quarter.
  • Focused Wealth Management sold 474 Under Armour Class C shares in Q4 2024, an estimated $459K.
  • Focused Wealth Management first reported a position in Under Armour Class C in Q2 2016 and held it in 26 quarters.
  • Focused Wealth Management's Under Armour Class C position peaked at $459K in Q3 2024.
  • 336 funds tracked by Wall St. Rank held Under Armour Class C as of Q4 2024.

Based on Focused Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.