TFO Wealth Partners’s Urban Outfitters URBN Stock Holding History

TFO Wealth Partners’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
2024 Q2	–	Sell	-5	Closed	-$217	–	710
2024 Q1	$217	Hold	5	–	–	﹤0.01%	470
2023 Q4	$178	Sell	5 -14	-74%	-$487	﹤0.01%	672
2023 Q3	$629	Buy	19 +14	+280%	+$479	﹤0.01%	389
2023 Q2	$166	Hold	5	–	–	﹤0.01%	559
2023 Q1	$139	Sell	5 -42	-89%	-$1.13K	﹤0.01%	574
2022 Q4	$1.93K	Buy	+47	New	+$1.17K	﹤0.01%	262

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

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

JCM

Junto Capital Management New York $4.74B AUM 27.96% 1-Year Est. Return

TFO Wealth Partners's URBN Position: Q2 2024 in Review

TFO Wealth Partners sold out of Urban Outfitters (URBN) in Q2 2024, closing a stake of 5 shares — an estimated $217 sold.

TFO Wealth Partners first reported a position in URBN in Q4 2022 and held it in 6 quarters. The position peaked at $1.93K in Q4 2022. 309 funds tracked by Wall St. Rank hold URBN as of Q2 2024.

TFO Wealth Partners reported no remaining Urban Outfitters position as of Q2 2024 after selling out during the quarter.
TFO Wealth Partners sold 5 Urban Outfitters shares in Q2 2024, an estimated $217.
TFO Wealth Partners first reported a position in Urban Outfitters in Q4 2022 and held it in 6 quarters.
TFO Wealth Partners's Urban Outfitters position peaked at $1.93K in Q4 2022.
309 funds tracked by Wall St. Rank held Urban Outfitters as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.