Polaris Wealth Advisory Group’s Under Armour UAA Stock Holding History

Polaris Wealth Advisory Group’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	-305,037	Closed	-$7.02M	–	209
2021 Q1	$7.02M	Buy	305,037 +37,041	+14%	+$774K	0.45%	73
2020 Q4	$4.74M	Buy	+267,996	New	+$4.1M	0.35%	83
2020 Q1	–	Sell	-164,894	Closed	-$3.49M	–	176
2019 Q4	$3.49M	Buy	+164,894	New	+$3.2M	0.23%	80
2018 Q4	–	Sell	-1,200	Closed	-$25K	–	432
2018 Q3	$25K	Hold	1,200	–	–	﹤0.01%	305
2018 Q2	$20K	Hold	1,200	–	–	﹤0.01%	175
2018 Q1	$20K	Buy	+1,200	New	+$18.8K	﹤0.01%	299

Other funds holding UAA

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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

Polaris Wealth Advisory Group's UAA Position: Q2 2021 in Review

Polaris Wealth Advisory Group sold out of Under Armour (UAA) in Q2 2021, closing a stake of 305,037 shares — an estimated $7.02M sold.

Polaris Wealth Advisory Group first reported a position in UAA in Q1 2018 and held it in 6 quarters. The position peaked at $7.02M in Q1 2021. 436 funds tracked by Wall St. Rank hold UAA as of Q2 2021.

Polaris Wealth Advisory Group reported no remaining Under Armour position as of Q2 2021 after selling out during the quarter.
Polaris Wealth Advisory Group sold 305,037 Under Armour shares in Q2 2021, an estimated $7.02M.
Polaris Wealth Advisory Group first reported a position in Under Armour in Q1 2018 and held it in 6 quarters.
Polaris Wealth Advisory Group's Under Armour position peaked at $7.02M in Q1 2021.
436 funds tracked by Wall St. Rank held Under Armour as of Q2 2021.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2021, filed 23 Jul 2021.