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

Liberty 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
2020 Q3	–	Sell	-125	Closed	-$1K	–	956
2020 Q2	$1K	Buy	+125	New	+$1.06K	﹤0.01%	823
2020 Q1	–	Sell	-1,000	Closed	-$19K	–	992
2019 Q4	$19K	Hold	1,000	–	–	0.02%	423
2019 Q3	$18K	Hold	1,000	–	–	0.02%	413
2019 Q2	$22K	Hold	1,000	–	–	0.02%	397
2019 Q1	$18K	Buy	+1,000	New	+$18.9K	0.01%	361

Other funds holding UA

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Liberty Wealth Management's UA Position: Q3 2020 in Review

Liberty Wealth Management sold out of Under Armour Class C (UA) in Q3 2020, closing a stake of 125 shares — an estimated $1K sold.

Liberty Wealth Management first reported a position in UA in Q1 2019 and held it in 5 quarters. The position peaked at $22K in Q2 2019. 372 funds tracked by Wall St. Rank hold UA as of Q3 2020.

Liberty Wealth Management reported no remaining Under Armour Class C position as of Q3 2020 after selling out during the quarter.
Liberty Wealth Management sold 125 Under Armour Class C shares in Q3 2020, an estimated $1K.
Liberty Wealth Management first reported a position in Under Armour Class C in Q1 2019 and held it in 5 quarters.
Liberty Wealth Management's Under Armour Class C position peaked at $22K in Q2 2019.
372 funds tracked by Wall St. Rank held Under Armour Class C as of Q3 2020.

Based on Liberty Wealth Management's 13F filing for Q3 2020, filed 5 Nov 2020.