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Patriot Financial Group Insurance Agency’s Uranium Energy UEC Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-1,473
Closed -$5K – 1849
2022
Q2 		$5K Hold
1,473
– – ﹤0.01% 1508
2022
Q1 		$7K Hold
1,473
– – ﹤0.01% 1513
2021
Q4 		$5K Buy
1,473
+625
+74% +$2.41K ﹤0.01% 1730
2021
Q3 		$3K Buy
+848
New +$2.13K ﹤0.01% 1881

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Vanguard Group
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Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
MI
MMCAP International Grand Cayman, Cayman Islands $1.16B AUM 76.63% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SCM
Segra Capital Management Palm Beach, Florida $248M AUM 65.61% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Patriot Financial Group Insurance Agency's UEC Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Uranium Energy (UEC) in Q3 2022, closing a stake of 1,473 shares — an estimated $5K sold.

Patriot Financial Group Insurance Agency first reported a position in UEC in Q3 2021 and held it in 4 quarters. The position peaked at $7K in Q1 2022. 192 funds tracked by Wall St. Rank hold UEC as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Uranium Energy position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 1,473 Uranium Energy shares in Q3 2022, an estimated $5K.
  • Patriot Financial Group Insurance Agency first reported a position in Uranium Energy in Q3 2021 and held it in 4 quarters.
  • Patriot Financial Group Insurance Agency's Uranium Energy position peaked at $7K in Q1 2022.
  • 192 funds tracked by Wall St. Rank held Uranium Energy as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.