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Valeo Financial Advisors’s Urban Outfitters URBN Stock Holding History

Valeo Financial 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
2021
Q2 		– Sell
-5
Closed – – 1755
2021
Q1 		$0 Hold
5
– – ﹤0.01% 2193
2020
Q4 		$0 Sell
5
-20
-80% -$515 ﹤0.01% 1856
2020
Q3 		$1K Hold
25
– – ﹤0.01% 1538
2020
Q2 		$0 Buy
25
+20
+400% +$343 ﹤0.01% 2161
2020
Q1 		$0 Hold
5
– – ﹤0.01% 1922
2019
Q4 		$0 Hold
5
– – ﹤0.01% 1724
2019
Q3 		$0 Hold
5
– – ﹤0.01% 1678
2019
Q2 		$0 Hold
5
– – ﹤0.01% 1663
2019
Q1 		$0 Hold
5
– – ﹤0.01% 1636
2018
Q4 		$0 Hold
5
– – ﹤0.01% 1728
2018
Q3 		$0 Hold
5
– – ﹤0.01% 1868
2018
Q2 		$0 Buy
+5
New +$209 ﹤0.01% 1758

Other funds holding URBN

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SCM
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Valeo Financial Advisors's URBN Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Urban Outfitters (URBN) in Q2 2021, closing a stake of 5 shares.

Valeo Financial Advisors first reported a position in URBN in Q2 2018 and held it in 12 quarters. The position peaked at $1K in Q3 2020. 254 funds tracked by Wall St. Rank hold URBN as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Urban Outfitters position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 5 Urban Outfitters shares in Q2 2021.
  • Valeo Financial Advisors first reported a position in Urban Outfitters in Q2 2018 and held it in 12 quarters.
  • Valeo Financial Advisors's Urban Outfitters position peaked at $1K in Q3 2020.
  • 254 funds tracked by Wall St. Rank held Urban Outfitters as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.