CWM
URA icon

Castle Wealth Management’s Global X Uranium ETF URA Stock Holding History

Castle Wealth Management’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
-420
Closed -$8K – 606
2022
Q3 		$8K Hold
420
– – ﹤0.01% 456
2022
Q2 		$8K Buy
+420
New +$9.45K ﹤0.01% 442

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

Castle Wealth Management's URA Position: Q4 2022 in Review

Castle Wealth Management sold out of Global X Uranium ETF (URA) in Q4 2022, closing a stake of 420 shares — an estimated $8K sold.

Castle Wealth Management first reported a position in URA in Q2 2022 and held it in 2 quarters. The position peaked at $8K in Q3 2022. 187 funds tracked by Wall St. Rank hold URA as of Q4 2022.

  • Castle Wealth Management reported no remaining Global X Uranium ETF position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 420 Global X Uranium ETF shares in Q4 2022, an estimated $8K.
  • Castle Wealth Management first reported a position in Global X Uranium ETF in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Global X Uranium ETF position peaked at $8K in Q3 2022.
  • 187 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.