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Accurate Wealth Management’s Energy Fuels UUUU Stock Holding History

Accurate Wealth Management’s Portfolio UUUU Stock Details UUUU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-149
Closed -$1.02K – 1405
2022
Q4 		$1.02K Buy
+149
New +$987 ﹤0.01% 1364

Other funds holding UUUU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MI
MMCAP International Grand Cayman, Cayman Islands $1.16B AUM 77.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SCM
Segra Capital Management Palm Beach, Florida $248M AUM 65.61% 1-Year Est. Return

Accurate Wealth Management's UUUU Position: Q1 2023 in Review

Accurate Wealth Management sold out of Energy Fuels (UUUU) in Q1 2023, closing a stake of 149 shares — an estimated $1.02K sold.

Accurate Wealth Management first reported a position in UUUU in Q4 2022 and held it in 1 quarter. The position peaked at $1.02K in Q4 2022. 166 funds tracked by Wall St. Rank hold UUUU as of Q1 2023.

  • Accurate Wealth Management reported no remaining Energy Fuels position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 149 Energy Fuels shares in Q1 2023, an estimated $1.02K.
  • Accurate Wealth Management first reported a position in Energy Fuels in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Energy Fuels position peaked at $1.02K in Q4 2022.
  • 166 funds tracked by Wall St. Rank held Energy Fuels as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.