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Money Concepts Capital’s Sprott Uranium Miners ETF URNM Stock Holding History

Money Concepts Capital’s Portfolio URNM Stock Details URNM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-552
Closed -$17.5K – 2762
2022
Q4 		$17.5K Buy
552
+370
+203% +$12.1K ﹤0.01% 1741
2022
Q3 		$6K Hold
182
– – ﹤0.01% 1189
2022
Q2 		$5K Hold
182
– – ﹤0.01% 1189
2022
Q1 		$8K Sell
182
-17,032
-99% -$626K ﹤0.01% 2045
2021
Q4 		$620K Buy
+17,214
New +$739K 0.05% 276

Other funds holding URNM

JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SCU
Spinnaker Capital (UK) London England, United Kingdom $5.4M AUM 7.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

Money Concepts Capital's URNM Position: Q1 2023 in Review

Money Concepts Capital sold out of Sprott Uranium Miners ETF (URNM) in Q1 2023, closing a stake of 552 shares — an estimated $17.5K sold.

Money Concepts Capital first reported a position in URNM in Q4 2021 and held it in 5 quarters. The position peaked at $620K in Q4 2021. 109 funds tracked by Wall St. Rank hold URNM as of Q1 2023.

  • Money Concepts Capital reported no remaining Sprott Uranium Miners ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 552 Sprott Uranium Miners ETF shares in Q1 2023, an estimated $17.5K.
  • Money Concepts Capital first reported a position in Sprott Uranium Miners ETF in Q4 2021 and held it in 5 quarters.
  • Money Concepts Capital's Sprott Uranium Miners ETF position peaked at $620K in Q4 2021.
  • 109 funds tracked by Wall St. Rank held Sprott Uranium Miners ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.