Summit Financial Wealth Advisors’s Under Armour Class C UA Stock Holding History

Summit Financial Wealth Advisors’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
2022 Q2	–	Sell	-12,014	Closed	-$187K	–	144
2022 Q1	$187K	Hold	12,014	–	–	0.04%	124
2021 Q4	$219K	Hold	12,014	–	–	0.04%	127
2021 Q3	$210K	Hold	12,014	–	–	0.05%	119
2021 Q2	$223K	Hold	12,014	–	–	0.05%	114
2021 Q1	$179K	Sell	12,014 -694	-5%	-$12.2K	0.05%	109
2020 Q4	$125K	Buy	12,708 +694	+6%	+$9.29K	0.03%	97
2020 Q3	$154K	Sell	12,014 -110	-0.9%	-$1.03K	0.04%	114
2020 Q2	$105K	Hold	12,124	–	–	0.03%	116
2020 Q1	$97K	Buy	+12,124	New	+$174K	0.03%	115
2019 Q3	–	Sell	-9,784	Closed	-$217K	–	153
2019 Q2	$217K	Buy	+9,784	New	+$204K	0.05%	138
2018 Q4	–	Sell	-11,444	Closed	-$198K	–	147
2018 Q3	$198K	Sell	11,444 -1,165	-9%	-$22.5K	0.06%	139
2018 Q2	$181K	Hold	12,609	–	–	0.06%	132
2018 Q1	$181K	Buy	12,609 +530	+4%	+$7.47K	0.06%	140
2017 Q4	$161K	Buy	+12,079	New	+$158K	0.06%	139

Other funds holding UA

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

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

DCM

Dorsal Capital Management Redwood City, California $2.57B AUM 3.13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Summit Financial Wealth Advisors's UA Position: Q2 2022 in Review

Summit Financial Wealth Advisors sold out of Under Armour Class C (UA) in Q2 2022, closing a stake of 12,014 shares — an estimated $187K sold.

Summit Financial Wealth Advisors first reported a position in UA in Q4 2017 and held it in 14 quarters. The position peaked at $223K in Q2 2021. 369 funds tracked by Wall St. Rank hold UA as of Q2 2022.

Summit Financial Wealth Advisors reported no remaining Under Armour Class C position as of Q2 2022 after selling out during the quarter.
Summit Financial Wealth Advisors sold 12,014 Under Armour Class C shares in Q2 2022, an estimated $187K.
Summit Financial Wealth Advisors first reported a position in Under Armour Class C in Q4 2017 and held it in 14 quarters.
Summit Financial Wealth Advisors's Under Armour Class C position peaked at $223K in Q2 2021.
369 funds tracked by Wall St. Rank held Under Armour Class C as of Q2 2022.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2022, filed 26 Jul 2022.