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Capital Performance Advisors’s Global X Uranium ETF URA Stock Holding History

Capital Performance Advisors’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
2024
Q4 		– Sell
-2,328
Closed -$66.6K – 2557
2024
Q3 		$66.6K Buy
+2,328
New +$62.5K 0.02% 276

Other funds holding URA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Capital Performance Advisors's URA Position: Q4 2024 in Review

Capital Performance Advisors sold out of Global X Uranium ETF (URA) in Q4 2024, closing a stake of 2,328 shares — an estimated $66.6K sold.

Capital Performance Advisors first reported a position in URA in Q3 2024 and held it in 1 quarter. The position peaked at $66.6K in Q3 2024. 371 funds tracked by Wall St. Rank hold URA as of Q4 2024.

  • Capital Performance Advisors reported no remaining Global X Uranium ETF position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 2,328 Global X Uranium ETF shares in Q4 2024, an estimated $66.6K.
  • Capital Performance Advisors first reported a position in Global X Uranium ETF in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Global X Uranium ETF position peaked at $66.6K in Q3 2024.
  • 371 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.