CM Wealth Advisors’s Uranium Energy UEC Stock Holding History

CM Wealth Advisors’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 Q2	–	Sell	-16,699	Closed	-$42K	–	412
2023 Q1	$42K	Buy	+16,699	New	+$60.4K	0.01%	411

Other funds holding UEC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

MMCAP International Grand Cayman, Cayman Islands $1.18B AUM 50.44% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

SCM

Segra Capital Management Palm Beach, Florida $987M AUM 57.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

CM Wealth Advisors's UEC Position: Q2 2023 in Review

CM Wealth Advisors sold out of Uranium Energy (UEC) in Q2 2023, closing a stake of 16,699 shares — an estimated $42K sold.

CM Wealth Advisors first reported a position in UEC in Q1 2023 and held it in 1 quarter. The position peaked at $42K in Q1 2023. 216 funds tracked by Wall St. Rank hold UEC as of Q2 2023.

CM Wealth Advisors reported no remaining Uranium Energy position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 16,699 Uranium Energy shares in Q2 2023, an estimated $42K.
CM Wealth Advisors first reported a position in Uranium Energy in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's Uranium Energy position peaked at $42K in Q1 2023.
216 funds tracked by Wall St. Rank held Uranium Energy as of Q2 2023.

Based on CM Wealth Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.