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TFO Wealth Partners’s Under Armour Class C UA Stock Holding History

TFO Wealth Partners’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
2024
Q2 		– Sell
-1
Closed -$7 – 696
2024
Q1 		$7 Hold
1
– – ﹤0.01% 786
2023
Q4 		$8 Hold
1
– – ﹤0.01% 929
2023
Q3 		$7 Hold
1
– – ﹤0.01% 1102
2023
Q2 		$7 Hold
1
– – ﹤0.01% 830
2023
Q1 		$9 Hold
1
– – ﹤0.01% 811
2022
Q4 		$33 Buy
+1
New +$8 ﹤0.01% 884

Other funds holding UA

BCP
BDT Capital Partners Chicago, Illinois $3.51B AUM 31.02% 1-Year Est. Return
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

TFO Wealth Partners's UA Position: Q2 2024 in Review

TFO Wealth Partners sold out of Under Armour Class C (UA) in Q2 2024, closing a stake of 1 share — an estimated $7 sold.

TFO Wealth Partners first reported a position in UA in Q4 2022 and held it in 6 quarters. The position peaked at $33 in Q4 2022. 311 funds tracked by Wall St. Rank hold UA as of Q2 2024.

  • TFO Wealth Partners reported no remaining Under Armour Class C position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 1 Under Armour Class C share in Q2 2024, an estimated $7.
  • TFO Wealth Partners first reported a position in Under Armour Class C in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Under Armour Class C position peaked at $33 in Q4 2022.
  • 311 funds tracked by Wall St. Rank held Under Armour Class C as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.