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Capital Performance Advisors’s Energy Fuels UUUU Stock Holding History

Capital Performance Advisors’s Portfolio UUUU Stock Details UUUU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-336
Closed -$1.84K – 2573
2024
Q3 		$1.84K Buy
+336
New +$1.75K ﹤0.01% 1603

Other funds holding UUUU

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Capital Performance Advisors sold out of Energy Fuels (UUUU) in Q4 2024, closing a stake of 336 shares — an estimated $1.84K sold.

Capital Performance Advisors first reported a position in UUUU in Q3 2024 and held it in 1 quarter. The position peaked at $1.84K in Q3 2024. 227 funds tracked by Wall St. Rank hold UUUU as of Q4 2024.

  • Capital Performance Advisors reported no remaining Energy Fuels position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 336 Energy Fuels shares in Q4 2024, an estimated $1.84K.
  • Capital Performance Advisors first reported a position in Energy Fuels in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Energy Fuels position peaked at $1.84K in Q3 2024.
  • 227 funds tracked by Wall St. Rank held Energy Fuels as of Q4 2024.

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