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IBEX Wealth Advisors’s Under Armour UAA Stock Holding History

IBEX 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
2021
Q4 		– Sell
-400
Closed -$8K – 408
2021
Q3 		$8K Buy
+400
New +$8.84K ﹤0.01% 368
2019
Q3 		– Sell
-400
Closed -$10K – 371
2019
Q2 		$10K Buy
+400
New +$9.37K ﹤0.01% 326
2017
Q1 		– Sell
-400
Closed -$12K – 365
2016
Q4 		$12K Buy
+400
New +$13.1K 0.01% 274

Other funds holding UAA

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

IBEX Wealth Advisors's UAA Position: Q4 2021 in Review

IBEX Wealth Advisors sold out of Under Armour (UAA) in Q4 2021, closing a stake of 400 shares — an estimated $8K sold.

IBEX Wealth Advisors first reported a position in UAA in Q4 2016 and held it in 3 quarters. The position peaked at $12K in Q4 2016. 465 funds tracked by Wall St. Rank hold UAA as of Q4 2021.

  • IBEX Wealth Advisors reported no remaining Under Armour position as of Q4 2021 after selling out during the quarter.
  • IBEX Wealth Advisors sold 400 Under Armour shares in Q4 2021, an estimated $8K.
  • IBEX Wealth Advisors first reported a position in Under Armour in Q4 2016 and held it in 3 quarters.
  • IBEX Wealth Advisors's Under Armour position peaked at $12K in Q4 2016.
  • 465 funds tracked by Wall St. Rank held Under Armour as of Q4 2021.

Based on IBEX Wealth Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.