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Bartlett & Co Wealth Management’s Sprott Uranium Miners ETF URNM Stock Holding History

Bartlett & Co Wealth Management’s Portfolio URNM Stock Details URNM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-315
Closed -$15.1K – 1213
2023
Q4 		$15.1K Buy
+315
New +$14.7K ﹤0.01% 932

Other funds holding URNM

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RCMU
Rokos Capital Management (UK) London, United Kingdom $13.2B AUM 85.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CM
Caption Management Oklahoma City, Oklahoma $17.1B AUM 70.99% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
GC
Glenorchy Capital Boorolite, Australia $1.72B AUM 91.26% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bartlett & Co Wealth Management's URNM Position: Q1 2024 in Review

Bartlett & Co Wealth Management sold out of Sprott Uranium Miners ETF (URNM) in Q1 2024, closing a stake of 315 shares — an estimated $15.1K sold.

Bartlett & Co Wealth Management first reported a position in URNM in Q4 2023 and held it in 1 quarter. The position peaked at $15.1K in Q4 2023. 180 funds tracked by Wall St. Rank hold URNM as of Q1 2024.

  • Bartlett & Co Wealth Management reported no remaining Sprott Uranium Miners ETF position as of Q1 2024 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 315 Sprott Uranium Miners ETF shares in Q1 2024, an estimated $15.1K.
  • Bartlett & Co Wealth Management first reported a position in Sprott Uranium Miners ETF in Q4 2023 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Sprott Uranium Miners ETF position peaked at $15.1K in Q4 2023.
  • 180 funds tracked by Wall St. Rank held Sprott Uranium Miners ETF as of Q1 2024.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2024, filed 9 May 2024.