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Capital Wealth Planning’s Global X Uranium ETF URA Stock Holding History

Capital Wealth Planning’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
2022
Q4 		– Sell
-64,565
Closed -$1.28M – 111
2022
Q3 		$1.28M Buy
64,565
+2,669
+4% +$55.7K 0.02% 46
2022
Q2 		$1.15M Buy
61,896
+17,360
+39% +$391K 0.02% 46
2022
Q1 		$1.17M Buy
+44,536
New +$1.03M 0.02% 48

Other funds holding URA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return
BHCM
Brevan Howard Capital Management St. Helier, Jersey $11.3B AUM 35.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CHP
Castle Hook Partners New York $23.4B AUM 158.96% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WHAM
Windmill Hill Asset Management Waddesdon, United Kingdom $321M AUM 25.22% 1-Year Est. Return

Capital Wealth Planning's URA Position: Q4 2022 in Review

Capital Wealth Planning sold out of Global X Uranium ETF (URA) in Q4 2022, closing a stake of 64,565 shares — an estimated $1.28M sold.

Capital Wealth Planning first reported a position in URA in Q1 2022 and held it in 3 quarters. The position peaked at $1.28M in Q3 2022. 187 funds tracked by Wall St. Rank hold URA as of Q4 2022.

  • Capital Wealth Planning reported no remaining Global X Uranium ETF position as of Q4 2022 after selling out during the quarter.
  • Capital Wealth Planning sold 64,565 Global X Uranium ETF shares in Q4 2022, an estimated $1.28M.
  • Capital Wealth Planning first reported a position in Global X Uranium ETF in Q1 2022 and held it in 3 quarters.
  • Capital Wealth Planning's Global X Uranium ETF position peaked at $1.28M in Q3 2022.
  • 187 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q4 2022.

Based on Capital Wealth Planning's 13F filing for Q4 2022, filed 3 Feb 2023.