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Avitas Wealth Management’s UroGen Pharma URGN Stock Holding History

Avitas Wealth Management’s Portfolio URGN Stock Details URGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-11,817
Closed -$437K – 181
2019
Q1 		$437K Sell
11,817
-713
-6% -$29.9K 0.13% 145
2018
Q4 		$540K Buy
+12,530
New +$563K 0.18% 130

Other funds holding URGN

MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
CCM
Consonance Capital Management New York $7.28M AUM 43.59% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HCM
Highline Capital Management New York $53.5M AUM 21.72% 1-Year Est. Return
WCM
Wildcat Capital Management New York $229M AUM 132.65% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Avitas Wealth Management's URGN Position: Q2 2019 in Review

Avitas Wealth Management sold out of UroGen Pharma (URGN) in Q2 2019, closing a stake of 11,817 shares — an estimated $437K sold.

Avitas Wealth Management first reported a position in URGN in Q4 2018 and held it in 2 quarters. The position peaked at $540K in Q4 2018. 84 funds tracked by Wall St. Rank hold URGN as of Q2 2019.

  • Avitas Wealth Management reported no remaining UroGen Pharma position as of Q2 2019 after selling out during the quarter.
  • Avitas Wealth Management sold 11,817 UroGen Pharma shares in Q2 2019, an estimated $437K.
  • Avitas Wealth Management first reported a position in UroGen Pharma in Q4 2018 and held it in 2 quarters.
  • Avitas Wealth Management's UroGen Pharma position peaked at $540K in Q4 2018.
  • 84 funds tracked by Wall St. Rank held UroGen Pharma as of Q2 2019.

Based on Avitas Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.