DWM
URG

Drive Wealth Management’s Ur-Energy URG Stock Holding History

Drive Wealth Management’s Portfolio URG Stock Details URG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-10,170
Closed -$11.7K – 316
2022
Q4 		$11.7K Buy
+10,170
New +$12.4K 0.01% 250

Other funds holding URG

MI
MMCAP International Grand Cayman, Cayman Islands $1.16B AUM 77.9% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
CU
CQS (US) New York $367M AUM 8.85% 1-Year Est. Return
ACM
Azarias Capital Management Berwyn, Pennsylvania $230M AUM 39.35% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
LHCM
Lloyd Harbor Capital Management Cold Spring Harbor, New York $245M AUM 141.83% 1-Year Est. Return
SCM
Segra Capital Management Palm Beach, Florida $248M AUM 65.61% 1-Year Est. Return

Drive Wealth Management's URG Position: Q1 2023 in Review

Drive Wealth Management sold out of Ur-Energy (URG) in Q1 2023, closing a stake of 10,170 shares — an estimated $11.7K sold.

Drive Wealth Management first reported a position in URG in Q4 2022 and held it in 1 quarter. The position peaked at $11.7K in Q4 2022. 96 funds tracked by Wall St. Rank hold URG as of Q1 2023.

  • Drive Wealth Management reported no remaining Ur-Energy position as of Q1 2023 after selling out during the quarter.
  • Drive Wealth Management sold 10,170 Ur-Energy shares in Q1 2023, an estimated $11.7K.
  • Drive Wealth Management first reported a position in Ur-Energy in Q4 2022 and held it in 1 quarter.
  • Drive Wealth Management's Ur-Energy position peaked at $11.7K in Q4 2022.
  • 96 funds tracked by Wall St. Rank held Ur-Energy as of Q1 2023.

Based on Drive Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.