LGT Financial Advisors’s Uranium Energy UEC Stock Holding History

LGT Financial 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 Q1	–	Sell	-500	Closed	-$3.2K	–	860
2023 Q4	$3.2K	Hold	500	–	–	﹤0.01%	710
2023 Q3	$2.58K	Buy	+500	New	+$2.04K	﹤0.01%	760

Other funds holding UEC

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

BlackRock New York $6.73T AUM 46.02% 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

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LGT Financial Advisors's UEC Position: Q1 2024 in Review

LGT Financial Advisors sold out of Uranium Energy (UEC) in Q1 2024, closing a stake of 500 shares — an estimated $3.2K sold.

LGT Financial Advisors first reported a position in UEC in Q3 2023 and held it in 2 quarters. The position peaked at $3.2K in Q4 2023. 283 funds tracked by Wall St. Rank hold UEC as of Q1 2024.

LGT Financial Advisors reported no remaining Uranium Energy position as of Q1 2024 after selling out during the quarter.
LGT Financial Advisors sold 500 Uranium Energy shares in Q1 2024, an estimated $3.2K.
LGT Financial Advisors first reported a position in Uranium Energy in Q3 2023 and held it in 2 quarters.
LGT Financial Advisors's Uranium Energy position peaked at $3.2K in Q4 2023.
283 funds tracked by Wall St. Rank held Uranium Energy as of Q1 2024.

Based on LGT Financial Advisors's 13F filing for Q1 2024, filed 2 May 2024.