Amplius Wealth Advisors’s Uranium Energy UEC Stock Holding History

Amplius Wealth Advisors’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
2022 Q1	–	Sell	-960	Closed	-$3K	–	851
2021 Q4	$3K	Buy	+960	New	+$3.69K	﹤0.01%	811

Other funds holding UEC

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

CQS (US) New York $367M AUM 8.85% 1-Year Est. Return

Amplius Wealth Advisors's UEC Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Uranium Energy (UEC) in Q1 2022, closing a stake of 960 shares — an estimated $3K sold.

Amplius Wealth Advisors first reported a position in UEC in Q4 2021 and held it in 1 quarter. The position peaked at $3K in Q4 2021. 175 funds tracked by Wall St. Rank hold UEC as of Q1 2022.

Amplius Wealth Advisors reported no remaining Uranium Energy position as of Q1 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 960 Uranium Energy shares in Q1 2022, an estimated $3K.
Amplius Wealth Advisors first reported a position in Uranium Energy in Q4 2021 and held it in 1 quarter.
Amplius Wealth Advisors's Uranium Energy position peaked at $3K in Q4 2021.
175 funds tracked by Wall St. Rank held Uranium Energy as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.