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L.M. Kohn & Company’s Global X Uranium ETF URA Stock Holding History

L.M. Kohn & Company’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
2024
Q1 		– Sell
-27,947
Closed -$774K – 282
2023
Q4 		$774K Buy
27,947
+18,086
+183% +$496K 0.25% 85
2023
Q3 		$267K Buy
+9,861
New +$232K 0.1% 186

Other funds holding URA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CHP
Castle Hook Partners New York $23.4B AUM 158.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

L.M. Kohn & Company's URA Position: Q1 2024 in Review

L.M. Kohn & Company sold out of Global X Uranium ETF (URA) in Q1 2024, closing a stake of 27,947 shares — an estimated $774K sold.

L.M. Kohn & Company first reported a position in URA in Q3 2023 and held it in 2 quarters. The position peaked at $774K in Q4 2023. 314 funds tracked by Wall St. Rank hold URA as of Q1 2024.

  • L.M. Kohn & Company reported no remaining Global X Uranium ETF position as of Q1 2024 after selling out during the quarter.
  • L.M. Kohn & Company sold 27,947 Global X Uranium ETF shares in Q1 2024, an estimated $774K.
  • L.M. Kohn & Company first reported a position in Global X Uranium ETF in Q3 2023 and held it in 2 quarters.
  • L.M. Kohn & Company's Global X Uranium ETF position peaked at $774K in Q4 2023.
  • 314 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q1 2024.

Based on L.M. Kohn & Company's 13F filing for Q1 2024, filed 25 Apr 2024.