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Lake Point Wealth Management’s Under Armour Class C UA Stock Holding History

Lake Point Wealth Management’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 		$4K Hold
201
– – ﹤0.01% 461
2019
Q1 		$4K Hold
201
– – ﹤0.01% 461
2018
Q4 		$3K Buy
+201
New +$3.8K ﹤0.01% 640

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

Lake Point Wealth Management's UA Position: Q2 2019 in Review

Lake Point Wealth Management held its Under Armour Class C (UA) position steady in Q2 2019 at 201 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #461.

Lake Point Wealth Management first reported a position in UA in Q4 2018 and has held it in 3 quarters since. 445 funds tracked by Wall St. Rank hold UA as of Q2 2019.

  • Lake Point Wealth Management held 201 shares of Under Armour Class C worth $4K as of Q2 2019.
  • Lake Point Wealth Management left its Under Armour Class C share count unchanged in Q2 2019.
  • Under Armour Class C made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2019, its #461 holding.
  • Lake Point Wealth Management first reported a position in Under Armour Class C in Q4 2018 and has held it in 3 quarters since.
  • 445 funds tracked by Wall St. Rank held Under Armour Class C as of Q2 2019.

Based on Lake Point Wealth Management's 13F filing for Q2 2019, filed 7 Aug 2019.