CPWM
URBN icon

Cypress Point Wealth Management’s Urban Outfitters URBN Stock Holding History

Cypress Point 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
2021
Q4 		– Sell
-15
Closed – – 144
2021
Q3 		$0 Buy
+15
New +$537 ﹤0.01% 218

Other funds holding URBN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cypress Point Wealth Management's URBN Position: Q4 2021 in Review

Cypress Point Wealth Management sold out of Urban Outfitters (URBN) in Q4 2021, closing a stake of 15 shares.

Cypress Point Wealth Management first reported a position in URBN in Q3 2021 and held it in 1 quarter. The position peaked at $0 in Q3 2021. 250 funds tracked by Wall St. Rank hold URBN as of Q4 2021.

  • Cypress Point Wealth Management reported no remaining Urban Outfitters position as of Q4 2021 after selling out during the quarter.
  • Cypress Point Wealth Management sold 15 Urban Outfitters shares in Q4 2021.
  • Cypress Point Wealth Management first reported a position in Urban Outfitters in Q3 2021 and held it in 1 quarter.
  • Cypress Point Wealth Management's Urban Outfitters position peaked at $0 in Q3 2021.
  • 250 funds tracked by Wall St. Rank held Urban Outfitters as of Q4 2021.

Based on Cypress Point Wealth Management's 13F filing for Q4 2021, filed 27 Jan 2022.