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

Focused 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
2024
Q1 		– Sell
-2,300
Closed -$63.7K – 928
2023
Q4 		$63.7K Buy
2,300
+2,200
+2,200% +$60.4K 0.01% 275
2023
Q3 		$2.7K Sell
100
-25
-20% -$588 ﹤0.01% 734
2023
Q2 		$2.71K Buy
125
+75
+150% +$1.53K ﹤0.01% 763
2023
Q1 		$997 Buy
+50
New +$1.06K ﹤0.01% 869

Other funds holding URA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CHP
Castle Hook Partners New York $23.4B AUM 158.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Focused Wealth Management's URA Position: Q1 2024 in Review

Focused Wealth Management sold out of Global X Uranium ETF (URA) in Q1 2024, closing a stake of 2,300 shares — an estimated $63.7K sold.

Focused Wealth Management first reported a position in URA in Q1 2023 and held it in 4 quarters. The position peaked at $63.7K in Q4 2023. 314 funds tracked by Wall St. Rank hold URA as of Q1 2024.

  • Focused Wealth Management reported no remaining Global X Uranium ETF position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 2,300 Global X Uranium ETF shares in Q1 2024, an estimated $63.7K.
  • Focused Wealth Management first reported a position in Global X Uranium ETF in Q1 2023 and held it in 4 quarters.
  • Focused Wealth Management's Global X Uranium ETF position peaked at $63.7K in Q4 2023.
  • 314 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.