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Capital Asset Advisory Services’s Global X Uranium ETF URA Stock Holding History

Capital Asset Advisory Services’s Portfolio URA Stock Details URA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-100
Closed -$2K – 759
2021
Q1 		$2K Buy
+100
New +$1.74K ﹤0.01% 671

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UBS Group
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G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Capital Asset Advisory Services's URA Position: Q2 2021 in Review

Capital Asset Advisory Services sold out of Global X Uranium ETF (URA) in Q2 2021, closing a stake of 100 shares — an estimated $2K sold.

Capital Asset Advisory Services first reported a position in URA in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 106 funds tracked by Wall St. Rank hold URA as of Q2 2021.

  • Capital Asset Advisory Services reported no remaining Global X Uranium ETF position as of Q2 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 100 Global X Uranium ETF shares in Q2 2021, an estimated $2K.
  • Capital Asset Advisory Services first reported a position in Global X Uranium ETF in Q1 2021 and held it in 1 quarter.
  • Capital Asset Advisory Services's Global X Uranium ETF position peaked at $2K in Q1 2021.
  • 106 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q2 2021.

Based on Capital Asset Advisory Services's 13F filing for Q2 2021, filed 6 Aug 2021.