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

Congress 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 Q3	–	Sell	-16,731	Closed	-$310K	–	569
2022 Q2	$310K	Buy	16,731 +719	+4%	+$16.2K	0.01%	471
2022 Q1	$419K	Buy	16,012 +1,258	+9%	+$29.2K	0.01%	464
2021 Q4	$337K	Buy	+14,754	New	+$389K	0.01%	515

Other funds holding URA

Morgan Stanley New York $1.66T AUM 25.57% 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

GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CHP

Castle Hook Partners New York $23.4B AUM 158.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WHAM

Windmill Hill Asset Management Waddesdon, United Kingdom $321M AUM 25.22% 1-Year Est. Return

BBP

Banco BTG Pactual Rio De Janeiro, Brazil $1.14B AUM 41.39% 1-Year Est. Return

Congress Wealth Management's URA Position: Q3 2022 in Review

Congress Wealth Management sold out of Global X Uranium ETF (URA) in Q3 2022, closing a stake of 16,731 shares — an estimated $310K sold.

Congress Wealth Management first reported a position in URA in Q4 2021 and held it in 3 quarters. The position peaked at $419K in Q1 2022. 195 funds tracked by Wall St. Rank hold URA as of Q3 2022.

Congress Wealth Management reported no remaining Global X Uranium ETF position as of Q3 2022 after selling out during the quarter.
Congress Wealth Management sold 16,731 Global X Uranium ETF shares in Q3 2022, an estimated $310K.
Congress Wealth Management first reported a position in Global X Uranium ETF in Q4 2021 and held it in 3 quarters.
Congress Wealth Management's Global X Uranium ETF position peaked at $419K in Q1 2022.
195 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q3 2022.

Based on Congress Wealth Management's 13F filing for Q3 2022, filed 9 Nov 2022.