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Liberty Wealth Management’s Under Armour UAA Stock Holding History

Liberty Wealth Management’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
Q2 		– Sell
-1,000
Closed -$17K – 1184
2021
Q1 		$17K Hold
1,000
– – 0.01% 492
2020
Q4 		$17K Hold
1,000
– – 0.01% 488
2020
Q3 		$11K Sell
1,000
-150
-13% -$1.58K 0.01% 506
2020
Q2 		$11K Buy
1,150
+150
+15% +$1.42K 0.01% 479
2020
Q1 		$9K Hold
1,000
– – 0.01% 488
2019
Q4 		$22K Hold
1,000
– – 0.02% 404
2019
Q3 		$20K Hold
1,000
– – 0.02% 398
2019
Q2 		$25K Buy
+1,000
New +$23.4K 0.02% 370
2019
Q1 		– Sell
-80
Closed -$1K – 849
2018
Q4 		$1K Buy
+80
New +$1.64K ﹤0.01% 727

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Liberty Wealth Management's UAA Position: Q2 2021 in Review

Liberty Wealth Management sold out of Under Armour (UAA) in Q2 2021, closing a stake of 1,000 shares — an estimated $17K sold.

Liberty Wealth Management first reported a position in UAA in Q4 2018 and held it in 9 quarters. The position peaked at $25K in Q2 2019. 436 funds tracked by Wall St. Rank hold UAA as of Q2 2021.

  • Liberty Wealth Management reported no remaining Under Armour position as of Q2 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 1,000 Under Armour shares in Q2 2021, an estimated $17K.
  • Liberty Wealth Management first reported a position in Under Armour in Q4 2018 and held it in 9 quarters.
  • Liberty Wealth Management's Under Armour position peaked at $25K in Q2 2019.
  • 436 funds tracked by Wall St. Rank held Under Armour as of Q2 2021.

Based on Liberty Wealth Management's 13F filing for Q2 2021, filed 13 Aug 2021.