Sutton Wealth Advisors’s Urban Outfitters URBN Stock Holding History

Sutton Wealth Advisors’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
2023 Q1	–	Sell	-731	Closed	-$17.4K	–	1534
2022 Q4	$17.4K	Hold	731	–	–	0.01%	750
2022 Q3	$14.4K	Buy	731 +718	+5,523%	+$15K	0.01%	772
2022 Q2	$243	Buy	+13	New	+$295	﹤0.01%	1561
2022 Q1	–	Sell	-10	Closed	-$294	–	1722
2021 Q4	$294	Buy	+10	New	+$317	﹤0.01%	1601
2017 Q3	–	Sell	-14	Closed	-$260	–	1111
2017 Q2	$260	Hold	14	–	–	﹤0.01%	1068
2017 Q1	$333	Hold	14	–	–	﹤0.01%	1047
2016 Q4	$399	Hold	14	–	–	﹤0.01%	1026
2016 Q3	$483	Hold	14	–	–	﹤0.01%	1004
2016 Q2	$385	Hold	14	–	–	﹤0.01%	995
2016 Q1	$463	Buy	+14	New	+$370	﹤0.01%	966

Other funds holding URBN

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SCM

Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return

TCAM

Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sutton Wealth Advisors's URBN Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Urban Outfitters (URBN) in Q1 2023, closing a stake of 731 shares — an estimated $17.4K sold.

Sutton Wealth Advisors first reported a position in URBN in Q1 2016 and held it in 10 quarters. The position peaked at $17.4K in Q4 2022. 231 funds tracked by Wall St. Rank hold URBN as of Q1 2023.

Sutton Wealth Advisors reported no remaining Urban Outfitters position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 731 Urban Outfitters shares in Q1 2023, an estimated $17.4K.
Sutton Wealth Advisors first reported a position in Urban Outfitters in Q1 2016 and held it in 10 quarters.
Sutton Wealth Advisors's Urban Outfitters position peaked at $17.4K in Q4 2022.
231 funds tracked by Wall St. Rank held Urban Outfitters as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.