CWC
UEC icon

Carolinas Wealth Consulting’s Uranium Energy UEC Stock Holding History

Carolinas Wealth Consulting’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
-306
Closed -$1.19K – 1123
2022
Q4 		$1.19K Hold
306
– – ﹤0.01% 877
2022
Q3 		$1K Buy
+306
New +$1.17K ﹤0.01% 862

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

Carolinas Wealth Consulting's UEC Position: Q1 2023 in Review

Carolinas Wealth Consulting sold out of Uranium Energy (UEC) in Q1 2023, closing a stake of 306 shares — an estimated $1.19K sold.

Carolinas Wealth Consulting first reported a position in UEC in Q3 2022 and held it in 2 quarters. The position peaked at $1.19K in Q4 2022. 224 funds tracked by Wall St. Rank hold UEC as of Q1 2023.

  • Carolinas Wealth Consulting reported no remaining Uranium Energy position as of Q1 2023 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 306 Uranium Energy shares in Q1 2023, an estimated $1.19K.
  • Carolinas Wealth Consulting first reported a position in Uranium Energy in Q3 2022 and held it in 2 quarters.
  • Carolinas Wealth Consulting's Uranium Energy position peaked at $1.19K in Q4 2022.
  • 224 funds tracked by Wall St. Rank held Uranium Energy as of Q1 2023.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2023, filed 16 May 2023.