Accel Wealth Management’s Uranium Energy UEC Stock Holding History

Accel Wealth Management’s Portfolio UEC Stock Details UEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,800	Closed	-$5.18K	–	818
2023 Q1	$5.18K	Sell	1,800 -2,000	-53%	-$7.24K	﹤0.01%	1004
2022 Q4	$14.7K	Hold	3,800	–	–	0.01%	618
2022 Q3	$15K	Hold	3,800	–	–	0.01%	641
2022 Q2	$13K	Buy	3,800 +1,800	+90%	+$7.48K	0.01%	656
2022 Q1	$9K	Hold	2,000	–	–	﹤0.01%	729
2021 Q4	$7K	Sell	2,000 -500	-20%	-$1.92K	﹤0.01%	770
2021 Q3	$8K	Hold	2,500	–	–	0.01%	688
2021 Q2	$7K	Hold	2,500	–	–	﹤0.01%	751
2021 Q1	$7K	Sell	2,500 -2,500	-50%	-$5.46K	0.01%	713
2020 Q4	$9K	Buy	+5,000	New	+$5.91K	0.01%	640

Other funds holding UEC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

MMCAP International Grand Cayman, Cayman Islands $1.18B AUM 50.44% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

SCM

Segra Capital Management Palm Beach, Florida $496M AUM 19.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Accel Wealth Management's UEC Position: Q2 2023 in Review

Accel Wealth Management sold out of Uranium Energy (UEC) in Q2 2023, closing a stake of 1,800 shares — an estimated $5.18K sold.

Accel Wealth Management first reported a position in UEC in Q4 2020 and held it in 10 quarters. The position peaked at $15K in Q3 2022. 216 funds tracked by Wall St. Rank hold UEC as of Q2 2023.

Accel Wealth Management reported no remaining Uranium Energy position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 1,800 Uranium Energy shares in Q2 2023, an estimated $5.18K.
Accel Wealth Management first reported a position in Uranium Energy in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's Uranium Energy position peaked at $15K in Q3 2022.
216 funds tracked by Wall St. Rank held Uranium Energy as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.