Wealthstreet Investment Advisors’s Under Armour UAA Stock Holding History

Wealthstreet Investment Advisors’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
2021 Q3	–	Sell	-600	Closed	-$13K	–	94
2021 Q2	$13K	Sell	600 -32,090	-98%	-$715K	0.07%	75
2021 Q1	$724K	Hold	32,690	–	–	0.07%	209
2020 Q4	$561K	Sell	32,690 -1,500	-4%	-$22.9K	0.06%	229
2020 Q3	$384K	Buy	34,190 +1,600	+5%	+$16.8K	0.04%	252
2020 Q2	$317K	Buy	32,590 +5,000	+18%	+$47.4K	0.04%	261
2020 Q1	$254K	Sell	27,590 -13,870	-33%	-$223K	0.04%	262
2019 Q4	$896K	Sell	41,460 -100	-0.2%	-$1.94K	0.1%	159
2019 Q3	$867K	Sell	41,560 -500	-1%	-$11K	0.11%	156
2019 Q2	$1.07M	Buy	42,060 +470	+1%	+$11K	0.14%	142
2019 Q1	$879K	Hold	41,590	–	–	0.12%	155
2018 Q4	$888K	Sell	41,590 -5,540	-12%	-$114K	0.12%	146
2018 Q3	$1M	Sell	47,130 -1,200	-2%	-$25K	0.12%	155
2018 Q2	$1.09M	Buy	48,330 +800	+2%	+$15.8K	0.14%	144
2018 Q1	$777K	Sell	47,530 -6,970	-13%	-$109K	0.1%	182
2017 Q4	$786K	Buy	+54,500	New	+$787K	0.1%	182

Other funds holding UAA

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

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SIM

SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Wealthstreet Investment Advisors sold out of Under Armour (UAA) in Q3 2021, closing a stake of 600 shares — an estimated $13K sold.

Wealthstreet Investment Advisors first reported a position in UAA in Q4 2017 and held it in 15 quarters. The position peaked at $1.09M in Q2 2018. 436 funds tracked by Wall St. Rank hold UAA as of Q3 2021.

Wealthstreet Investment Advisors reported no remaining Under Armour position as of Q3 2021 after selling out during the quarter.
Wealthstreet Investment Advisors sold 600 Under Armour shares in Q3 2021, an estimated $13K.
Wealthstreet Investment Advisors first reported a position in Under Armour in Q4 2017 and held it in 15 quarters.
Wealthstreet Investment Advisors's Under Armour position peaked at $1.09M in Q2 2018.
436 funds tracked by Wall St. Rank held Under Armour as of Q3 2021.

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