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Wealthstreet Investment Advisors’s Under Armour Class C UA Stock Holding History

Wealthstreet Investment Advisors’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
2021
Q3 		– Sell
-300
Closed -$6K – 93
2021
Q2 		$6K Sell
300
-31,998
-99% -$603K 0.03% 89
2021
Q1 		$597K Sell
32,298
-104
-0.3% -$1.83K 0.06% 230
2020
Q4 		$482K Hold
32,402
– – 0.05% 243
2020
Q3 		$319K Buy
32,402
+3,300
+11% +$31K 0.04% 272
2020
Q2 		$257K Buy
29,102
+6,100
+27% +$51.8K 0.03% 289
2020
Q1 		$185K Sell
23,002
-16,195
-41% -$232K 0.03% 288
2019
Q4 		$752K Sell
39,197
-1,803
-4% -$31.7K 0.09% 182
2019
Q3 		$768K Sell
41,000
-704
-2% -$13.9K 0.1% 167
2019
Q2 		$926K Sell
41,704
-452
-1% -$9.4K 0.12% 156
2019
Q1 		$795K Hold
42,156
– – 0.1% 164
2018
Q4 		$817K Sell
42,156
-140
-0.3% -$2.65K 0.11% 154
2018
Q3 		$823K Sell
42,296
-1,359
-3% -$26.2K 0.1% 180
2018
Q2 		$920K Buy
43,655
+1,500
+4% +$26.7K 0.12% 162
2018
Q1 		$605K Sell
42,155
-4,203
-9% -$59.2K 0.08% 210
2017
Q4 		$617K Buy
+46,358
New +$607K 0.07% 205

Other funds holding UA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SIM
SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Wealthstreet Investment Advisors's UA Position: Q3 2021 in Review

Wealthstreet Investment Advisors sold out of Under Armour Class C (UA) in Q3 2021, closing a stake of 300 shares — an estimated $6K sold.

Wealthstreet Investment Advisors first reported a position in UA in Q4 2017 and held it in 15 quarters. The position peaked at $926K in Q2 2019. 383 funds tracked by Wall St. Rank hold UA as of Q3 2021.

  • Wealthstreet Investment Advisors reported no remaining Under Armour Class C position as of Q3 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 300 Under Armour Class C shares in Q3 2021, an estimated $6K.
  • Wealthstreet Investment Advisors first reported a position in Under Armour Class C in Q4 2017 and held it in 15 quarters.
  • Wealthstreet Investment Advisors's Under Armour Class C position peaked at $926K in Q2 2019.
  • 383 funds tracked by Wall St. Rank held Under Armour Class C as of Q3 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q3 2021, filed 2 Nov 2021.