WealthPLAN Partners’s Under Armour Class C UA Stock Holding History

WealthPLAN 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
2023 Q3	–	Sell	-1,579	Closed	-$10.6K	–	1103
2023 Q2	$10.6K	Sell	1,579 -876	-36%	-$6.43K	﹤0.01%	786
2023 Q1	$20.9K	Buy	+2,455	New	+$22.6K	﹤0.01%	719
2019 Q3	–	Sell	-117,129	Closed	-$2.09M	–	248
2019 Q2	$2.09M	Sell	117,129 -21,700	-16%	-$451K	0.31%	78
2019 Q1	$2.63M	Buy	138,829 +1,814	+1%	+$34.3K	0.41%	70
2018 Q4	$2.61M	Buy	137,015 +2,015	+1%	+$38.1K	0.42%	71
2018 Q3	$2.62M	Buy	135,000 +6,509	+5%	+$126K	0.48%	60
2018 Q2	$2.71M	Sell	128,491 -24,081	-16%	-$428K	0.56%	54
2018 Q1	$2.19M	Buy	152,572 +25,637	+20%	+$361K	0.48%	59
2017 Q4	$1.69M	Buy	126,935 +5,322	+4%	+$69.7K	0.45%	60
2017 Q3	$1.83M	Buy	121,613 +8,297	+7%	+$140K	0.51%	48
2017 Q2	$2.28M	Buy	113,316 +111,160	+5,156%	+$2.1M	0.66%	42
2017 Q1	$40K	Buy	+2,156	New	+$44.9K	0.14%	128
2016 Q3	$320K	Sell	9,484 -10,380	-52%	-$375K	0.1%	112
2016 Q2	$343K	Buy	+19,864	New	+$733K	0.04%	265

Other funds holding UA

BCP

BDT Capital Partners Chicago, Illinois $4.35B AUM 21.31% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

DCM

Dorsal Capital Management Redwood City, California $2.82B AUM 7.73% 1-Year Est. Return

WealthPLAN Partners's UA Position: Q3 2023 in Review

WealthPLAN Partners sold out of Under Armour Class C (UA) in Q3 2023, closing a stake of 1,579 shares — an estimated $10.6K sold.

WealthPLAN Partners first reported a position in UA in Q2 2016 and held it in 14 quarters. The position peaked at $2.71M in Q2 2018. 335 funds tracked by Wall St. Rank hold UA as of Q3 2023.

WealthPLAN Partners reported no remaining Under Armour Class C position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 1,579 Under Armour Class C shares in Q3 2023, an estimated $10.6K.
WealthPLAN Partners first reported a position in Under Armour Class C in Q2 2016 and held it in 14 quarters.
WealthPLAN Partners's Under Armour Class C position peaked at $2.71M in Q2 2018.
335 funds tracked by Wall St. Rank held Under Armour Class C as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.