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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 $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $67.7B AUM 57.61% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SCM
Segra Capital Management Palm Beach, Florida $987M AUM 57.18% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Beaumont Financial Advisors's UEC Position: Q1 2023 in Review

Beaumont Financial Advisors sold out of Uranium Energy (UEC) in Q1 2023, closing a stake of 19,100 shares — an estimated $74.1K sold.

Beaumont Financial Advisors first reported a position in UEC in Q1 2021 and held it in 8 quarters. The position peaked at $84K in Q1 2022. 224 funds tracked by Wall St. Rank hold UEC as of Q1 2023.

  • Beaumont Financial Advisors reported no remaining Uranium Energy position as of Q1 2023 after selling out during the quarter.
  • Beaumont Financial Advisors sold 19,100 Uranium Energy shares in Q1 2023, an estimated $74.1K.
  • Beaumont Financial Advisors first reported a position in Uranium Energy in Q1 2021 and held it in 8 quarters.
  • Beaumont Financial Advisors's Uranium Energy position peaked at $84K in Q1 2022.
  • 224 funds tracked by Wall St. Rank held Uranium Energy as of Q1 2023.

Based on Beaumont Financial Advisors's 13F filing for Q1 2023, filed 8 May 2023.