Evoke Wealth’s UroGen Pharma URGN Stock Holding History

Evoke Wealth’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
2021 Q4	–	Sell	-7,147	Closed	-$120K	–	1242
2021 Q3	$120K	Hold	7,147	–	–	﹤0.01%	401
2021 Q2	$109K	Hold	7,147	–	–	﹤0.01%	426
2021 Q1	$139K	Hold	7,147	–	–	0.01%	351
2020 Q4	$129K	Buy	+7,147	New	+$150K	0.01%	277

Other funds holding URGN

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

GPP

Great Point Partners Greenwich, Connecticut $435M AUM 318.81% 1-Year Est. Return

RTW Investments New York $10B AUM 135.35% 1-Year Est. Return

HCM

Horton Capital Management Philadelphia, Pennsylvania $44.9M AUM 24.87% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

ZCA

Zeke Capital Advisors Berwyn, Pennsylvania $1.53B AUM 17.37% 1-Year Est. Return

WCM

Wildcat Capital Management New York $106M AUM 0.1% 1-Year Est. Return

Evoke Wealth's URGN Position: Q4 2021 in Review

Evoke Wealth sold out of UroGen Pharma (URGN) in Q4 2021, closing a stake of 7,147 shares — an estimated $120K sold.

Evoke Wealth first reported a position in URGN in Q4 2020 and held it in 4 quarters. The position peaked at $139K in Q1 2021. 77 funds tracked by Wall St. Rank hold URGN as of Q4 2021.

Evoke Wealth reported no remaining UroGen Pharma position as of Q4 2021 after selling out during the quarter.
Evoke Wealth sold 7,147 UroGen Pharma shares in Q4 2021, an estimated $120K.
Evoke Wealth first reported a position in UroGen Pharma in Q4 2020 and held it in 4 quarters.
Evoke Wealth's UroGen Pharma position peaked at $139K in Q1 2021.
77 funds tracked by Wall St. Rank held UroGen Pharma as of Q4 2021.

Based on Evoke Wealth's 13F filing for Q4 2021, filed 9 Feb 2022.