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Primoris Wealth Advisors’s Global X Uranium ETF URA Stock Holding History

Primoris Wealth Advisors’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
2023
Q2 		– Sell
-36,511
Closed -$728K – 75
2023
Q1 		$728K Sell
36,511
-96,939
-73% -$2.05M 0.9% 28
2022
Q4 		$2.68M Buy
+133,450
New +$2.7M 4.13% 7

Other funds holding URA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCM
BlueCrest Capital Management St Helier, Jersey $1.69B AUM 20.01% 1-Year Est. Return
CHP
Castle Hook Partners New York $23.4B AUM 158.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BHCM
Brevan Howard Capital Management St. Helier, Jersey $11.3B AUM 35.84% 1-Year Est. Return
PP
Praetorian PR Rincon, Puerto Rico $275M AUM 84.95% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WHAM
Windmill Hill Asset Management Waddesdon, United Kingdom $321M AUM 25.22% 1-Year Est. Return

Primoris Wealth Advisors's URA Position: Q2 2023 in Review

Primoris Wealth Advisors sold out of Global X Uranium ETF (URA) in Q2 2023, closing a stake of 36,511 shares — an estimated $728K sold.

Primoris Wealth Advisors first reported a position in URA in Q4 2022 and held it in 2 quarters. The position peaked at $2.68M in Q4 2022. 208 funds tracked by Wall St. Rank hold URA as of Q2 2023.

  • Primoris Wealth Advisors reported no remaining Global X Uranium ETF position as of Q2 2023 after selling out during the quarter.
  • Primoris Wealth Advisors sold 36,511 Global X Uranium ETF shares in Q2 2023, an estimated $728K.
  • Primoris Wealth Advisors first reported a position in Global X Uranium ETF in Q4 2022 and held it in 2 quarters.
  • Primoris Wealth Advisors's Global X Uranium ETF position peaked at $2.68M in Q4 2022.
  • 208 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q2 2023.

Based on Primoris Wealth Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.