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Icon Wealth Partners’s Under Armour Class C UA Stock Holding History

Icon Wealth Partners’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
2019
Q2 		– Sell
-1,000
Closed -$19K – 728
2019
Q1 		$19K Buy
+1,000
New +$18.9K 0.01% 571
2018
Q3 		– Sell
-1,000
Closed -$21K – 698
2018
Q2 		$21K Buy
+1,000
New +$17.8K 0.01% 585
2018
Q1 		– Sell
-402
Closed -$5K – 696
2017
Q4 		$5K Buy
+402
New +$5.26K ﹤0.01% 785

Other funds holding UA

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Icon Wealth Partners's UA Position: Q2 2019 in Review

Icon Wealth Partners sold out of Under Armour Class C (UA) in Q2 2019, closing a stake of 1,000 shares — an estimated $19K sold.

Icon Wealth Partners first reported a position in UA in Q4 2017 and held it in 3 quarters. The position peaked at $21K in Q2 2018. 445 funds tracked by Wall St. Rank hold UA as of Q2 2019.

  • Icon Wealth Partners reported no remaining Under Armour Class C position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 1,000 Under Armour Class C shares in Q2 2019, an estimated $19K.
  • Icon Wealth Partners first reported a position in Under Armour Class C in Q4 2017 and held it in 3 quarters.
  • Icon Wealth Partners's Under Armour Class C position peaked at $21K in Q2 2018.
  • 445 funds tracked by Wall St. Rank held Under Armour Class C as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.