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Wealthspire Advisors (Maryland)’s Urban Outfitters URBN Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-208
Closed -$6K – 1956
2019
Q1 		$6K Sell
208
-10
-5% -$308 ﹤0.01% 1774
2018
Q4 		$7K Sell
218
-3
-1% -$112 ﹤0.01% 1615
2018
Q3 		$9K Sell
221
-24
-10% -$1.08K ﹤0.01% 1574
2018
Q2 		$11K Buy
245
+17
+7% +$711 ﹤0.01% 1512
2018
Q1 		$8K Sell
228
-21
-8% -$736 ﹤0.01% 1652
2017
Q4 		$9K Sell
249
-19
-7% -$532 ﹤0.01% 1639
2017
Q3 		$6K Buy
268
+214
+396% +$4.3K ﹤0.01% 1756
2017
Q2 		$1K Buy
54
+25
+86% +$514 ﹤0.01% 2125
2017
Q1 		$1K Buy
+29
New +$752 ﹤0.01% 1846
2016
Q4 		– Sell
-7
Closed – – 1846
2016
Q3 		$0 Buy
+7
New +$229 ﹤0.01% 1807

Other funds holding URBN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s URBN Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Urban Outfitters (URBN) in Q2 2019, closing a stake of 208 shares — an estimated $6K sold.

Wealthspire Advisors (Maryland) first reported a position in URBN in Q3 2016 and held it in 10 quarters. The position peaked at $11K in Q2 2018. 274 funds tracked by Wall St. Rank hold URBN as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Urban Outfitters position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 208 Urban Outfitters shares in Q2 2019, an estimated $6K.
  • Wealthspire Advisors (Maryland) first reported a position in Urban Outfitters in Q3 2016 and held it in 10 quarters.
  • Wealthspire Advisors (Maryland)'s Urban Outfitters position peaked at $11K in Q2 2018.
  • 274 funds tracked by Wall St. Rank held Urban Outfitters as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.