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Adams Wealth Management’s Global X Uranium ETF URA Stock Holding History

Adams Wealth Management’s Portfolio URA Stock Details URA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-200
Closed -$2K – 322
2020
Q3 		$2K Buy
+200
New +$2.34K ﹤0.01% 296

Other funds holding URA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Adams Wealth Management's URA Position: Q4 2020 in Review

Adams Wealth Management sold out of Global X Uranium ETF (URA) in Q4 2020, closing a stake of 200 shares — an estimated $2K sold.

Adams Wealth Management first reported a position in URA in Q3 2020 and held it in 1 quarter. The position peaked at $2K in Q3 2020. 54 funds tracked by Wall St. Rank hold URA as of Q4 2020.

  • Adams Wealth Management reported no remaining Global X Uranium ETF position as of Q4 2020 after selling out during the quarter.
  • Adams Wealth Management sold 200 Global X Uranium ETF shares in Q4 2020, an estimated $2K.
  • Adams Wealth Management first reported a position in Global X Uranium ETF in Q3 2020 and held it in 1 quarter.
  • Adams Wealth Management's Global X Uranium ETF position peaked at $2K in Q3 2020.
  • 54 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q4 2020.

Based on Adams Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.