Moody Lynn & Lieberson’s Global X Uranium ETF URA Stock Holding History

Moody Lynn & Lieberson’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 Q4	–	Sell	-82,893	Closed	-$2.37M	–	264
2024 Q3	$2.37M	Buy	+82,893	New	+$2.23M	0.15%	87
2024 Q1	–	Sell	-84,723	Closed	-$2.35M	–	246
2023 Q4	$2.35M	Sell	84,723 -30,263	-26%	-$830K	0.18%	82
2023 Q3	$3.11M	Buy	+114,986	New	+$2.7M	0.27%	63

Other funds holding URA

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Moody Lynn & Lieberson's URA Position: Q4 2024 in Review

Moody Lynn & Lieberson sold out of Global X Uranium ETF (URA) in Q4 2024, closing a stake of 82,893 shares — an estimated $2.37M sold.

Moody Lynn & Lieberson first reported a position in URA in Q3 2023 and held it in 3 quarters. The position peaked at $3.11M in Q3 2023. 371 funds tracked by Wall St. Rank hold URA as of Q4 2024.

Moody Lynn & Lieberson reported no remaining Global X Uranium ETF position as of Q4 2024 after selling out during the quarter.
Moody Lynn & Lieberson sold 82,893 Global X Uranium ETF shares in Q4 2024, an estimated $2.37M.
Moody Lynn & Lieberson first reported a position in Global X Uranium ETF in Q3 2023 and held it in 3 quarters.
Moody Lynn & Lieberson's Global X Uranium ETF position peaked at $3.11M in Q3 2023.
371 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q4 2024.

Based on Moody Lynn & Lieberson's 13F filing for Q4 2024, filed 21 Jan 2025.