WealthPLAN Partners’s Under Armour UAA Stock Holding History

WealthPLAN Partners’s Portfolio UAA Stock Details UAA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-3	Closed	-$22	–	1104
2023 Q2	$22	Hold	3	–	–	﹤0.01%	1250
2023 Q1	$28	Buy	+3	New	+$31	﹤0.01%	1310
2019 Q3	–	Sell	-12,744	Closed	-$253K	–	249
2019 Q2	$253K	Sell	12,744 -4,148	-25%	-$97.2K	0.04%	204
2019 Q1	$361K	Sell	16,892 -572	-3%	-$12K	0.06%	184
2018 Q4	$369K	Sell	17,464 -4,525	-21%	-$92.9K	0.06%	177
2018 Q3	$458K	Sell	21,989 -1,641	-7%	-$34.2K	0.08%	153
2018 Q2	$531K	Buy	23,630 +3,771	+19%	+$74.5K	0.11%	134
2018 Q1	$325K	Buy	+19,859	New	+$311K	0.07%	196
2017 Q2	–	Sell	-1,125	Closed	-$22.1K	–	407
2017 Q1	$22.1K	Buy	+1,125	New	+$26.2K	0.08%	175
2016 Q3	$368K	Sell	9,555 -10,600	-53%	-$428K	0.12%	104
2016 Q2	$380K	Buy	+20,155	New	+$801K	0.05%	246
2015 Q4	$624K	Buy	+45,873	New	+$2.08M	0.1%	141
2015 Q2	$624K	Hold	15,062	–	–	0.27%	50
2015 Q1	$601K	Buy	+15,062	New	+$550K	0.28%	63

Other funds holding UAA

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

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

Alyeska Investment Group

Alyeska Investment Group Chicago, Illinois $35.3B AUM 33.54% 1-Year Est. Return

Dimensional Fund Advisors

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

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Loomis, Sayles & Company

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Janus Henderson Group

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