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TCI Wealth Advisors’s Urban Outfitters URBN Stock Holding History

TCI 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
Q2 		– Sell
-7
Closed -$195 – 2128
2023
Q1 		$195 Hold
7
– – ﹤0.01% 2341
2022
Q4 		$167 Buy
7
+1
+17% +$25 ﹤0.01% 2352
2022
Q3 		$0 Sell
6
-203
-97% -$4.25K ﹤0.01% 2597
2022
Q2 		$4K Sell
209
-304
-59% -$6.89K ﹤0.01% 1703
2022
Q1 		$13K Buy
513
+363
+242% +$9.92K ﹤0.01% 942
2021
Q4 		$4K Buy
150
+67
+81% +$2.12K ﹤0.01% 1910
2021
Q3 		$2K Sell
83
-117
-59% -$4.18K ﹤0.01% 2186
2021
Q2 		$8K Buy
200
+66
+49% +$2.49K ﹤0.01% 1146
2021
Q1 		$5K Buy
134
+51
+61% +$1.65K ﹤0.01% 1312
2020
Q4 		$2K Hold
83
– – ﹤0.01% 1285
2020
Q3 		$2K Buy
+83
New +$1.63K ﹤0.01% 1193
2020
Q1 		– Sell
-88
Closed -$2K – 1775
2019
Q4 		$2K Buy
+88
New +$2.45K ﹤0.01% 1220
2017
Q3 		– Sell
-42
Closed -$1K – 1390
2017
Q2 		$1K Hold
42
– – ﹤0.01% 1228
2017
Q1 		$1K Hold
42
– – ﹤0.01% 1176
2016
Q4 		$1K Hold
42
– – ﹤0.01% 1244
2016
Q3 		$1K Hold
42
– – ﹤0.01% 1231
2016
Q2 		$1K Hold
42
– – ﹤0.01% 1165
2016
Q1 		$1K Hold
42
– – ﹤0.01% 1168
2015
Q4 		$1K Buy
+42
New +$1.08K ﹤0.01% 972

Other funds holding URBN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

TCI Wealth Advisors's URBN Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Urban Outfitters (URBN) in Q2 2023, closing a stake of 7 shares — an estimated $195 sold.

TCI Wealth Advisors first reported a position in URBN in Q4 2015 and held it in 19 quarters. The position peaked at $13K in Q1 2022. 279 funds tracked by Wall St. Rank hold URBN as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Urban Outfitters position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 7 Urban Outfitters shares in Q2 2023, an estimated $195.
  • TCI Wealth Advisors first reported a position in Urban Outfitters in Q4 2015 and held it in 19 quarters.
  • TCI Wealth Advisors's Urban Outfitters position peaked at $13K in Q1 2022.
  • 279 funds tracked by Wall St. Rank held Urban Outfitters as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.