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Focused Wealth Management’s Under Armour UAA Stock Holding History

Focused 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
2018
Q4 		– Sell
-2,100
Closed -$1K – 757
2018
Q3 		$1K Hold
2,100
– – ﹤0.01% 632
2018
Q2 		$3K Buy
2,100
+200
+11% +$3.95K ﹤0.01% 566
2018
Q1 		$3K Hold
1,900
– – ﹤0.01% 606
2017
Q4 		$4K Buy
+1,900
New +$27.5K ﹤0.01% 573

Other funds holding UAA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
MFS
Mirabella Financial Services London, United Kingdom $1.05B AUM 22.45% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Focused Wealth Management's UAA Position: Q1 2024 in Review

Focused Wealth Management sold out of Under Armour (UAA) in Q1 2024, closing a stake of 1,656 shares — an estimated $14.6K sold.

Focused Wealth Management first reported a position in UAA in Q4 2014 and held it in 37 quarters. The position peaked at $308K in Q1 2016. 385 funds tracked by Wall St. Rank hold UAA as of Q1 2024.

  • Focused Wealth Management reported no remaining Under Armour position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 1,656 Under Armour shares in Q1 2024, an estimated $14.6K.
  • Focused Wealth Management first reported a position in Under Armour in Q4 2014 and held it in 37 quarters.
  • Focused Wealth Management's Under Armour position peaked at $308K in Q1 2016.
  • 385 funds tracked by Wall St. Rank held Under Armour as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.