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Beaumont Financial Advisors’s Uranium Energy UEC Stock Holding History

Beaumont Financial 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
2023
Q1 		– Sell
-19,100
Closed -$74.1K – 340
2022
Q4 		$74.1K Hold
19,100
– – 0.01% 310
2022
Q3 		$67K Buy
19,100
+700
+4% +$2.67K 0.01% 298
2022
Q2 		$57K Hold
18,400
– – 0.01% 302
2022
Q1 		$84K Buy
18,400
+3,000
+19% +$11K 0.01% 350
2021
Q4 		$52K Hold
15,400
– – ﹤0.01% 350
2021
Q3 		$47K Hold
15,400
– – ﹤0.01% 353
2021
Q2 		$41K Buy
15,400
+5,000
+48% +$15.1K ﹤0.01% 364
2021
Q1 		$30K Buy
+10,400
New +$22.7K ﹤0.01% 337

Other funds holding UEC

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
MI
MMCAP International Grand Cayman, Cayman Islands $1.16B AUM 77.9% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SCM
Segra Capital Management Palm Beach, Florida $128M AUM 65.61% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return