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Avior Wealth Management’s Urban Outfitters URBN Stock Holding History

Avior Wealth Management’s Portfolio URBN Stock Details URBN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-114
Closed -$6.26K – 2247
2024
Q4 		$6.26K Hold
114
– – ﹤0.01% 1786
2024
Q3 		$4.37K Hold
114
– – ﹤0.01% 1821
2024
Q2 		$4.68K Sell
114
-12
-10% -$493 ﹤0.01% 1741
2024
Q1 		$5.47K Buy
126
+12
+11% +$492 ﹤0.01% 2052
2023
Q4 		$4.07K Hold
114
– – ﹤0.01% 1198
2023
Q3 		$3.73K Buy
+114
New +$3.9K ﹤0.01% 1274

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
JCM
Junto Capital Management New York $4.74B AUM 27.96% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avior Wealth Management's URBN Position: Q1 2025 in Review

Avior Wealth Management sold out of Urban Outfitters (URBN) in Q1 2025, closing a stake of 114 shares — an estimated $6.26K sold.

Avior Wealth Management first reported a position in URBN in Q3 2023 and held it in 6 quarters. The position peaked at $6.26K in Q4 2024. 348 funds tracked by Wall St. Rank hold URBN as of Q1 2025.

  • Avior Wealth Management reported no remaining Urban Outfitters position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 114 Urban Outfitters shares in Q1 2025, an estimated $6.26K.
  • Avior Wealth Management first reported a position in Urban Outfitters in Q3 2023 and held it in 6 quarters.
  • Avior Wealth Management's Urban Outfitters position peaked at $6.26K in Q4 2024.
  • 348 funds tracked by Wall St. Rank held Urban Outfitters as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.