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Heritage Wealth Advisors’s Under Armour UAA Stock Holding History

Heritage Wealth Advisors’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
2020
Q1 		– Sell
-450
Closed -$9.72K – 580
2019
Q4 		$9.72K Buy
450
+150
+50% +$2.91K ﹤0.01% 421
2019
Q3 		$5K Hold
300
– – ﹤0.01% 411
2019
Q2 		$7.61K Buy
+300
New +$7.03K ﹤0.01% 406

Other funds holding UAA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Heritage Wealth Advisors's UAA Position: Q1 2020 in Review

Heritage Wealth Advisors sold out of Under Armour (UAA) in Q1 2020, closing a stake of 450 shares — an estimated $9.72K sold.

Heritage Wealth Advisors first reported a position in UAA in Q2 2019 and held it in 3 quarters. The position peaked at $9.72K in Q4 2019. 430 funds tracked by Wall St. Rank hold UAA as of Q1 2020.

  • Heritage Wealth Advisors reported no remaining Under Armour position as of Q1 2020 after selling out during the quarter.
  • Heritage Wealth Advisors sold 450 Under Armour shares in Q1 2020, an estimated $9.72K.
  • Heritage Wealth Advisors first reported a position in Under Armour in Q2 2019 and held it in 3 quarters.
  • Heritage Wealth Advisors's Under Armour position peaked at $9.72K in Q4 2019.
  • 430 funds tracked by Wall St. Rank held Under Armour as of Q1 2020.

Based on Heritage Wealth Advisors's 13F filing for Q1 2020, filed 5 May 2020.