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Xcel Wealth Management’s Under Armour Class C UA Stock Holding History

Xcel Wealth Management’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
2022
Q1 		– Sell
-25,302
Closed -$456K – 148
2021
Q4 		$456K Hold
25,302
– – 0.12% 107
2021
Q3 		$443K Buy
+25,302
New +$485K 0.13% 103

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 $535B AUM 26.23% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCM
Dorsal Capital Management Redwood City, California $2.57B AUM 3.13% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Xcel Wealth Management's UA Position: Q1 2022 in Review

Xcel Wealth Management sold out of Under Armour Class C (UA) in Q1 2022, closing a stake of 25,302 shares — an estimated $456K sold.

Xcel Wealth Management first reported a position in UA in Q3 2021 and held it in 2 quarters. The position peaked at $456K in Q4 2021. 393 funds tracked by Wall St. Rank hold UA as of Q1 2022.

  • Xcel Wealth Management reported no remaining Under Armour Class C position as of Q1 2022 after selling out during the quarter.
  • Xcel Wealth Management sold 25,302 Under Armour Class C shares in Q1 2022, an estimated $456K.
  • Xcel Wealth Management first reported a position in Under Armour Class C in Q3 2021 and held it in 2 quarters.
  • Xcel Wealth Management's Under Armour Class C position peaked at $456K in Q4 2021.
  • 393 funds tracked by Wall St. Rank held Under Armour Class C as of Q1 2022.

Based on Xcel Wealth Management's 13F filing for Q1 2022, filed 29 Apr 2022.