PFGIA
URG

Patriot Financial Group Insurance Agency’s Ur-Energy URG Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio URG Stock Details URG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-1,000
Closed – – 1844
2020
Q1 		$0 Hold
1,000
– – ﹤0.01% 1746
2019
Q4 		$1K Hold
1,000
– – ﹤0.01% 1265
2019
Q3 		$1K Buy
+1,000
New +$631 ﹤0.01% 1245

Other funds holding URG

CU
CQS (US) New York $367M AUM 8.85% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
II
Ibex Investors Denver, Colorado $152M AUM 19.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OWIM
Old West Investment Management Los Angeles, California $944M AUM 90.26% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
GS
Gagnon Securities New York $519M AUM 44.91% 1-Year Est. Return
P3I
Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return

Patriot Financial Group Insurance Agency's URG Position: Q2 2020 in Review

Patriot Financial Group Insurance Agency sold out of Ur-Energy (URG) in Q2 2020, closing a stake of 1,000 shares.

Patriot Financial Group Insurance Agency first reported a position in URG in Q3 2019 and held it in 3 quarters. The position peaked at $1K in Q4 2019. 36 funds tracked by Wall St. Rank hold URG as of Q2 2020.

  • Patriot Financial Group Insurance Agency reported no remaining Ur-Energy position as of Q2 2020 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 1,000 Ur-Energy shares in Q2 2020.
  • Patriot Financial Group Insurance Agency first reported a position in Ur-Energy in Q3 2019 and held it in 3 quarters.
  • Patriot Financial Group Insurance Agency's Ur-Energy position peaked at $1K in Q4 2019.
  • 36 funds tracked by Wall St. Rank held Ur-Energy as of Q2 2020.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2020, filed 10 Jul 2020.