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Wealthspire Advisors (Maryland)’s Under Armour Class C UA Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-3,997
Closed -$75K – 1931
2019
Q1 		$75K Sell
3,997
-99
-2% -$1.87K 0.01% 748
2018
Q4 		$66K Sell
4,096
-1,794
-30% -$34K 0.01% 749
2018
Q3 		$115K Sell
5,890
-1,621
-22% -$31.3K 0.01% 632
2018
Q2 		$158K Sell
7,511
-1,231
-14% -$21.9K 0.01% 533
2018
Q1 		$125K Sell
8,742
-1,138
-12% -$16K 0.01% 627
2017
Q4 		$132K Sell
9,880
-757
-7% -$9.91K 0.01% 616
2017
Q3 		$160K Buy
10,637
+1,271
+14% +$21.4K 0.02% 553
2017
Q2 		$189K Sell
9,366
-507
-5% -$9.56K 0.02% 471
2017
Q1 		$181K Buy
9,873
+5,876
+147% +$122K 0.03% 425
2016
Q4 		$101K Sell
3,997
-1,489
-27% -$41.2K 0.02% 576
2016
Q3 		$186K Sell
5,486
-126
-2% -$4.55K 0.03% 402
2016
Q2 		$204K Buy
+5,612
New +$207K 0.03% 360

Other funds holding UA

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s UA Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Under Armour Class C (UA) in Q2 2019, closing a stake of 3,997 shares — an estimated $75K sold.

Wealthspire Advisors (Maryland) first reported a position in UA in Q2 2016 and held it in 12 quarters. The position peaked at $204K in Q2 2016. 445 funds tracked by Wall St. Rank hold UA as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Under Armour Class C position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 3,997 Under Armour Class C shares in Q2 2019, an estimated $75K.
  • Wealthspire Advisors (Maryland) first reported a position in Under Armour Class C in Q2 2016 and held it in 12 quarters.
  • Wealthspire Advisors (Maryland)'s Under Armour Class C position peaked at $204K in Q2 2016.
  • 445 funds tracked by Wall St. Rank held Under Armour Class C as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.