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B. Riley Wealth Advisors’s Uranium Energy UEC Stock Holding History

B. Riley 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
2024
Q4 		– Sell
-28,000
Closed -$174K – 1287
2024
Q3 		$174K Buy
+28,000
New +$152K ﹤0.01% 1162
2015
Q1 		– Sell
-5,100
Closed -$9K – 1897
2014
Q4 		$9K Buy
+5,100
New +$7.66K ﹤0.01% 2936
2014
Q3 		– Sell
-1,500
Closed -$2.34K – 1807
2014
Q2 		$2.34K Buy
+1,500
New +$2.13K ﹤0.01% 2206

Other funds holding UEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MI
MMCAP International Grand Cayman, Cayman Islands $1.18B AUM 50.44% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

B. Riley Wealth Advisors's UEC Position: Q4 2024 in Review

B. Riley Wealth Advisors sold out of Uranium Energy (UEC) in Q4 2024, closing a stake of 28,000 shares — an estimated $174K sold.

B. Riley Wealth Advisors first reported a position in UEC in Q2 2014 and held it in 3 quarters. The position peaked at $174K in Q3 2024. 333 funds tracked by Wall St. Rank hold UEC as of Q4 2024.

  • B. Riley Wealth Advisors reported no remaining Uranium Energy position as of Q4 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 28,000 Uranium Energy shares in Q4 2024, an estimated $174K.
  • B. Riley Wealth Advisors first reported a position in Uranium Energy in Q2 2014 and held it in 3 quarters.
  • B. Riley Wealth Advisors's Uranium Energy position peaked at $174K in Q3 2024.
  • 333 funds tracked by Wall St. Rank held Uranium Energy as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.