HM Payson & Co’s Global X Uranium ETF URA Stock Holding History

HM Payson & Co’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
2025 Q1	–	Sell	-942	Closed	-$25.2K	–	1082
2024 Q4	$25.2K	Buy	+942	New	+$28.8K	﹤0.01%	746
2024 Q3	–	Sell	-1,980	Closed	-$57.3K	–	1169
2024 Q2	$57.3K	Hold	1,980	–	–	﹤0.01%	576
2024 Q1	$57.1K	Hold	1,980	–	–	﹤0.01%	573
2023 Q4	$54.8K	Buy	1,980 +1,942	+5,111%	+$53.3K	﹤0.01%	581
2023 Q3	$1.03K	Sell	38 -107	-74%	-$2.52K	﹤0.01%	963
2023 Q2	$3.15K	Buy	+145	New	+$2.97K	﹤0.01%	888

Other funds holding URA

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

HM Payson & Co's URA Position: Q1 2025 in Review

HM Payson & Co sold out of Global X Uranium ETF (URA) in Q1 2025, closing a stake of 942 shares — an estimated $25.2K sold.

HM Payson & Co first reported a position in URA in Q2 2023 and held it in 6 quarters. The position peaked at $57.3K in Q2 2024. 351 funds tracked by Wall St. Rank hold URA as of Q1 2025.

HM Payson & Co reported no remaining Global X Uranium ETF position as of Q1 2025 after selling out during the quarter.
HM Payson & Co sold 942 Global X Uranium ETF shares in Q1 2025, an estimated $25.2K.
HM Payson & Co first reported a position in Global X Uranium ETF in Q2 2023 and held it in 6 quarters.
HM Payson & Co's Global X Uranium ETF position peaked at $57.3K in Q2 2024.
351 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q1 2025.

Based on HM Payson & Co's 13F filing for Q1 2025, filed 29 Apr 2025.