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Kingswood Wealth Advisors’s Uranium Energy UEC Stock Holding History

Kingswood 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
2024
Q2 		– Sell
-10,000
Closed -$67.5K – 710
2024
Q1 		$67.5K Buy
+10,000
New +$70.6K 0.01% 603

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

Kingswood Wealth Advisors's UEC Position: Q2 2024 in Review

Kingswood Wealth Advisors sold out of Uranium Energy (UEC) in Q2 2024, closing a stake of 10,000 shares — an estimated $67.5K sold.

Kingswood Wealth Advisors first reported a position in UEC in Q1 2024 and held it in 1 quarter. The position peaked at $67.5K in Q1 2024. 280 funds tracked by Wall St. Rank hold UEC as of Q2 2024.

  • Kingswood Wealth Advisors reported no remaining Uranium Energy position as of Q2 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 10,000 Uranium Energy shares in Q2 2024, an estimated $67.5K.
  • Kingswood Wealth Advisors first reported a position in Uranium Energy in Q1 2024 and held it in 1 quarter.
  • Kingswood Wealth Advisors's Uranium Energy position peaked at $67.5K in Q1 2024.
  • 280 funds tracked by Wall St. Rank held Uranium Energy as of Q2 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2024, filed 9 Jul 2024.