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Clearview Wealth Advisors’s Sprott Uranium Miners ETF URNM Stock Holding History

Clearview Wealth Advisors’s Portfolio URNM Stock Details URNM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-150
Closed -$5.04K – 610
2023
Q2 		$5.04K Hold
150
– – 0.01% 432
2023
Q1 		$4.71K Hold
150
– – ﹤0.01% 438
2022
Q4 		$4.76K Hold
150
– – ﹤0.01% 401
2022
Q3 		$5K Buy
+150
New +$5.06K ﹤0.01% 418

Other funds holding URNM

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

Clearview Wealth Advisors's URNM Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Sprott Uranium Miners ETF (URNM) in Q3 2023, closing a stake of 150 shares — an estimated $5.04K sold.

Clearview Wealth Advisors first reported a position in URNM in Q3 2022 and held it in 4 quarters. The position peaked at $5.04K in Q2 2023. 138 funds tracked by Wall St. Rank hold URNM as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Sprott Uranium Miners ETF position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 150 Sprott Uranium Miners ETF shares in Q3 2023, an estimated $5.04K.
  • Clearview Wealth Advisors first reported a position in Sprott Uranium Miners ETF in Q3 2022 and held it in 4 quarters.
  • Clearview Wealth Advisors's Sprott Uranium Miners ETF position peaked at $5.04K in Q2 2023.
  • 138 funds tracked by Wall St. Rank held Sprott Uranium Miners ETF as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.