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IBEX Wealth Advisors’s Uranium Energy UEC Stock Holding History

IBEX Wealth Advisors’s Portfolio UEC Stock Details UEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-5,500
Closed -$17K – 409
2021
Q3 		$17K Buy
+5,500
New +$13.8K ﹤0.01% 328
2019
Q3 		– Sell
-5,500
Closed -$7K – 372
2019
Q2 		$7K Buy
+5,500
New +$7.58K ﹤0.01% 344

Other funds holding UEC

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IBEX Wealth Advisors's UEC Position: Q4 2021 in Review

IBEX Wealth Advisors sold out of Uranium Energy (UEC) in Q4 2021, closing a stake of 5,500 shares — an estimated $17K sold.

IBEX Wealth Advisors first reported a position in UEC in Q2 2019 and held it in 2 quarters. The position peaked at $17K in Q3 2021. 161 funds tracked by Wall St. Rank hold UEC as of Q4 2021.

  • IBEX Wealth Advisors reported no remaining Uranium Energy position as of Q4 2021 after selling out during the quarter.
  • IBEX Wealth Advisors sold 5,500 Uranium Energy shares in Q4 2021, an estimated $17K.
  • IBEX Wealth Advisors first reported a position in Uranium Energy in Q2 2019 and held it in 2 quarters.
  • IBEX Wealth Advisors's Uranium Energy position peaked at $17K in Q3 2021.
  • 161 funds tracked by Wall St. Rank held Uranium Energy as of Q4 2021.

Based on IBEX Wealth Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.