Legacy Financial Group (Iowa)
UA icon

Legacy Financial Group (Iowa)’s Under Armour Class C UA Stock Holding History

Legacy Financial Group (Iowa)’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
2023
Q4 		– Sell
-201
Closed -$1.28K – 476
2023
Q3 		$1.28K Buy
+201
New +$1.39K ﹤0.01% 505

Other funds holding UA

BCP
BDT Capital Partners Chicago, Illinois $3.51B AUM 31.02% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Legacy Financial Group (Iowa)'s UA Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Under Armour Class C (UA) in Q4 2023, closing a stake of 201 shares — an estimated $1.28K sold.

Legacy Financial Group (Iowa) first reported a position in UA in Q3 2023 and held it in 1 quarter. The position peaked at $1.28K in Q3 2023. 334 funds tracked by Wall St. Rank hold UA as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Under Armour Class C position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 201 Under Armour Class C shares in Q4 2023, an estimated $1.28K.
  • Legacy Financial Group (Iowa) first reported a position in Under Armour Class C in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Under Armour Class C position peaked at $1.28K in Q3 2023.
  • 334 funds tracked by Wall St. Rank held Under Armour Class C as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.