OWA
UAA icon

Opal Wealth Advisors’s Under Armour UAA Stock Holding History

Opal Wealth Advisors’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
2024
Q2 		– Sell
-27
Closed -$200 – 1253
2024
Q1 		$200 Buy
+27
New +$215 ﹤0.01% 341

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return

Opal Wealth Advisors's UAA Position: Q2 2024 in Review

Opal Wealth Advisors sold out of Under Armour (UAA) in Q2 2024, closing a stake of 27 shares — an estimated $200 sold.

Opal Wealth Advisors first reported a position in UAA in Q1 2024 and held it in 1 quarter. The position peaked at $200 in Q1 2024. 367 funds tracked by Wall St. Rank hold UAA as of Q2 2024.

  • Opal Wealth Advisors reported no remaining Under Armour position as of Q2 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 27 Under Armour shares in Q2 2024, an estimated $200.
  • Opal Wealth Advisors first reported a position in Under Armour in Q1 2024 and held it in 1 quarter.
  • Opal Wealth Advisors's Under Armour position peaked at $200 in Q1 2024.
  • 367 funds tracked by Wall St. Rank held Under Armour as of Q2 2024.

Based on Opal Wealth Advisors's 13F filing for Q2 2024, filed 12 Jul 2024.