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

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 $5.7T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors

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

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

Victory Capital Management

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

Massachusetts Financial Services

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

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Dorsal Capital Management Redwood City, California $2.52B AUM 3.13% 1-Year Est. Return