Global Wealth Management Investment Advisory’s Under Armour Class C UA Stock Holding History

Global Wealth Management Investment Advisory’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 Q1	–	Sell	-250	Closed	-$2.09K	–	411
2023 Q4	$2.09K	Hold	250	–	–	﹤0.01%	395
2023 Q3	$1.59K	Hold	250	–	–	﹤0.01%	400
2023 Q2	$1.68K	Buy	+250	New	+$1.84K	﹤0.01%	401
2022 Q3	–	Sell	-250	Closed	-$2K	–	448
2022 Q2	$2K	Buy	250 +100	+67%	+$1.13K	﹤0.01%	432
2022 Q1	$2K	Hold	150	–	–	﹤0.01%	434
2021 Q4	$3K	Hold	150	–	–	﹤0.01%	391
2021 Q3	$3K	Hold	150	–	–	﹤0.01%	400
2021 Q2	$3K	Hold	150	–	–	﹤0.01%	380
2021 Q1	$3K	Sell	150 -100	-40%	-$1.76K	﹤0.01%	401
2020 Q4	$4K	Hold	250	–	–	﹤0.01%	360
2020 Q3	$2K	Hold	250	–	–	﹤0.01%	399
2020 Q2	$2K	Hold	250	–	–	﹤0.01%	537
2020 Q1	$2K	Buy	250 +50	+25%	+$717	﹤0.01%	527
2019 Q4	$4K	Hold	200	–	–	﹤0.01%	467
2019 Q3	$4K	Sell	200 -50	-20%	-$985	﹤0.01%	439
2019 Q2	$6K	Buy	250 +50	+25%	+$1.04K	﹤0.01%	431
2019 Q1	$4K	Hold	200	–	–	﹤0.01%	480
2018 Q4	$3K	Buy	+200	New	+$3.79K	﹤0.01%	550

Other funds holding UA

BCP

BDT Capital Partners Chicago, Illinois $3.51B AUM 31.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Global Wealth Management Investment Advisory's UA Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of Under Armour Class C (UA) in Q1 2024, closing a stake of 250 shares — an estimated $2.09K sold.

Global Wealth Management Investment Advisory first reported a position in UA in Q4 2018 and held it in 18 quarters. The position peaked at $6K in Q2 2019. 341 funds tracked by Wall St. Rank hold UA as of Q1 2024.

Global Wealth Management Investment Advisory reported no remaining Under Armour Class C position as of Q1 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 250 Under Armour Class C shares in Q1 2024, an estimated $2.09K.
Global Wealth Management Investment Advisory first reported a position in Under Armour Class C in Q4 2018 and held it in 18 quarters.
Global Wealth Management Investment Advisory's Under Armour Class C position peaked at $6K in Q2 2019.
341 funds tracked by Wall St. Rank held Under Armour Class C as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.