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

TCI 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
2023 Q2	–	Sell	-76	Closed	-$649	–	2103
2023 Q1	$649	Sell	76 -22	-22%	-$202	﹤0.01%	2178
2022 Q4	$874	Buy	98 +3	+3%	+$23	﹤0.01%	2129
2022 Q3	$1K	Sell	95 -341	-78%	-$2.67K	﹤0.01%	2169
2022 Q2	$3K	Sell	436 -8	-2%	-$90	﹤0.01%	1908
2022 Q1	$7K	Buy	444 +74	+20%	+$1.16K	﹤0.01%	1359
2021 Q4	$7K	Buy	370 +350	+1,750%	+$6.8K	﹤0.01%	1464
2021 Q3	$0	Buy	+20	New	+$383	﹤0.01%	2576
2021 Q1	–	Sell	-12	Closed	–	–	2233
2020 Q4	$0	Sell	12 -57	-83%	-$763	﹤0.01%	1669
2020 Q3	$1K	Buy	69 +57	+475%	+$535	﹤0.01%	1443
2020 Q2	$0	Hold	12	–	–	﹤0.01%	1663
2020 Q1	$0	Buy	+12	New	+$172	﹤0.01%	1771
2018 Q4	–	Sell	-13	Closed	–	–	1658
2018 Q3	$0	Buy	+13	New	+$251	﹤0.01%	1582
2017 Q1	–	Sell	-33	Closed	-$1K	–	1381
2016 Q4	$1K	Hold	33	–	–	﹤0.01%	1242
2016 Q3	$1K	Hold	33	–	–	﹤0.01%	1229
2016 Q2	$1K	Buy	+33	New	+$1.22K	﹤0.01%	1163

Other funds holding UA

BCP

BDT Capital Partners Chicago, Illinois $3.51B AUM 31.02% 1-Year Est. Return

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

TCI Wealth Advisors's UA Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Under Armour Class C (UA) in Q2 2023, closing a stake of 76 shares — an estimated $649 sold.

TCI Wealth Advisors first reported a position in UA in Q2 2016 and held it in 15 quarters. The position peaked at $7K in Q1 2022. 338 funds tracked by Wall St. Rank hold UA as of Q2 2023.

TCI Wealth Advisors reported no remaining Under Armour Class C position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 76 Under Armour Class C shares in Q2 2023, an estimated $649.
TCI Wealth Advisors first reported a position in Under Armour Class C in Q2 2016 and held it in 15 quarters.
TCI Wealth Advisors's Under Armour Class C position peaked at $7K in Q1 2022.
338 funds tracked by Wall St. Rank held Under Armour Class C as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.