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Heritage Wealth Management (Arizona)’s Energy Fuels UUUU Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio UUUU Stock Details UUUU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$12 Buy
2
+1
+100% +$7 ﹤0.01% 1075
2022
Q3 		$0 Hold
1
– – ﹤0.01% 1103
2022
Q2 		$5 Buy
+1
New +$7 ﹤0.01% 986

Other funds holding UUUU

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
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MI
MMCAP International Grand Cayman, Cayman Islands $1.16B AUM 77.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SCM
Segra Capital Management Palm Beach, Florida $248M AUM 65.61% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s UUUU Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Energy Fuels (UUUU) stake by 100% in Q4 2022, buying an estimated $7 and bringing the position to 2 shares worth $12. The position accounts for ﹤0.01% of the portfolio, ranked #1075.

Heritage Wealth Management (Arizona) first reported a position in UUUU in Q2 2022 and has held it in 3 quarters since. 167 funds tracked by Wall St. Rank hold UUUU as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 2 shares of Energy Fuels worth $12 as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 1 Energy Fuels share in Q4 2022, an estimated $7.
  • Energy Fuels made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #1075 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Energy Fuels in Q2 2022 and has held it in 3 quarters since.
  • 167 funds tracked by Wall St. Rank held Energy Fuels as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.