Kapitalo Investimentos’s Uranium Energy UEC Stock Holding History

Kapitalo Investimentos’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
2023 Q4	–	Sell	-10,228	Closed	-$52.7K	–	715
2023 Q3	$52.7K	Buy	+10,228	New	+$41.7K	0.01%	474

Other funds holding UEC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MMCAP International Grand Cayman, Cayman Islands $1.18B AUM 50.44% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kapitalo Investimentos's UEC Position: Q4 2023 in Review

Kapitalo Investimentos sold out of Uranium Energy (UEC) in Q4 2023, closing a stake of 10,228 shares — an estimated $52.7K sold.

Kapitalo Investimentos first reported a position in UEC in Q3 2023 and held it in 1 quarter. The position peaked at $52.7K in Q3 2023. 250 funds tracked by Wall St. Rank hold UEC as of Q4 2023.

Kapitalo Investimentos reported no remaining Uranium Energy position as of Q4 2023 after selling out during the quarter.
Kapitalo Investimentos sold 10,228 Uranium Energy shares in Q4 2023, an estimated $52.7K.
Kapitalo Investimentos first reported a position in Uranium Energy in Q3 2023 and held it in 1 quarter.
Kapitalo Investimentos's Uranium Energy position peaked at $52.7K in Q3 2023.
250 funds tracked by Wall St. Rank held Uranium Energy as of Q4 2023.

Based on Kapitalo Investimentos's 13F filing for Q4 2023, filed 29 Mar 2024.