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Planned Solutions’s Energy Fuels UUUU Stock Holding History

Planned Solutions’s Portfolio UUUU Stock Details UUUU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,000
Closed -$5.49K – 607
2024
Q3 		$5.49K Buy
+1,000
New +$5.2K ﹤0.01% 492
2024
Q1 		– Sell
-1,000
Closed -$7.19K – 524
2023
Q4 		$7.19K Buy
+1,000
New +$7.74K ﹤0.01% 449
2021
Q1 		– Sell
-1,100
Closed -$5K – 388
2020
Q4 		$5K Buy
+1,100
New +$2.48K ﹤0.01% 391

Other funds holding UUUU

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Planned Solutions's UUUU Position: Q4 2024 in Review

Planned Solutions sold out of Energy Fuels (UUUU) in Q4 2024, closing a stake of 1,000 shares — an estimated $5.49K sold.

Planned Solutions first reported a position in UUUU in Q4 2020 and held it in 3 quarters. The position peaked at $7.19K in Q4 2023. 227 funds tracked by Wall St. Rank hold UUUU as of Q4 2024.

  • Planned Solutions reported no remaining Energy Fuels position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 1,000 Energy Fuels shares in Q4 2024, an estimated $5.49K.
  • Planned Solutions first reported a position in Energy Fuels in Q4 2020 and held it in 3 quarters.
  • Planned Solutions's Energy Fuels position peaked at $7.19K in Q4 2023.
  • 227 funds tracked by Wall St. Rank held Energy Fuels as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.