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Cassady Schiller Wealth Management’s UroGen Pharma URGN Stock Holding History

Cassady Schiller 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
2022
Q1 		– Sell
-145
Closed -$1K – 573
2021
Q4 		$1K Buy
+145
New +$2.04K ﹤0.01% 517

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HIIFS
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GPP
Great Point Partners Greenwich, Connecticut $435M AUM 318.81% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WCM
Wildcat Capital Management New York $229M AUM 132.65% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Cassady Schiller Wealth Management's URGN Position: Q1 2022 in Review

Cassady Schiller Wealth Management sold out of UroGen Pharma (URGN) in Q1 2022, closing a stake of 145 shares — an estimated $1K sold.

Cassady Schiller Wealth Management first reported a position in URGN in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 83 funds tracked by Wall St. Rank hold URGN as of Q1 2022.

  • Cassady Schiller Wealth Management reported no remaining UroGen Pharma position as of Q1 2022 after selling out during the quarter.
  • Cassady Schiller Wealth Management sold 145 UroGen Pharma shares in Q1 2022, an estimated $1K.
  • Cassady Schiller Wealth Management first reported a position in UroGen Pharma in Q4 2021 and held it in 1 quarter.
  • Cassady Schiller Wealth Management's UroGen Pharma position peaked at $1K in Q4 2021.
  • 83 funds tracked by Wall St. Rank held UroGen Pharma as of Q1 2022.

Based on Cassady Schiller Wealth Management's 13F filing for Q1 2022, filed 12 May 2022.