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Institutional & Family Asset Management’s Uranium Energy UEC Stock Holding History

Institutional & Family Asset Management’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
2024
Q2 		– Sell
-800
Closed -$5.4K – 781
2024
Q1 		$5.4K Hold
800
– – ﹤0.01% 484
2023
Q4 		$5.12K Hold
800
– – ﹤0.01% 478
2023
Q3 		$4.12K Hold
800
– – ﹤0.01% 488
2023
Q2 		$2.72K Buy
+800
New +$2.28K ﹤0.01% 546

Other funds holding UEC

MI
MMCAP International Grand Cayman, Cayman Islands $1.18B AUM 50.44% 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 ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Institutional & Family Asset Management's UEC Position: Q2 2024 in Review

Institutional & Family Asset Management sold out of Uranium Energy (UEC) in Q2 2024, closing a stake of 800 shares — an estimated $5.4K sold.

Institutional & Family Asset Management first reported a position in UEC in Q2 2023 and held it in 4 quarters. The position peaked at $5.4K in Q1 2024. 280 funds tracked by Wall St. Rank hold UEC as of Q2 2024.

  • Institutional & Family Asset Management reported no remaining Uranium Energy position as of Q2 2024 after selling out during the quarter.
  • Institutional & Family Asset Management sold 800 Uranium Energy shares in Q2 2024, an estimated $5.4K.
  • Institutional & Family Asset Management first reported a position in Uranium Energy in Q2 2023 and held it in 4 quarters.
  • Institutional & Family Asset Management's Uranium Energy position peaked at $5.4K in Q1 2024.
  • 280 funds tracked by Wall St. Rank held Uranium Energy as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.