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Primoris Wealth Advisors’s Sprott Uranium Miners ETF URNM Stock Holding History

Primoris Wealth Advisors’s Portfolio URNM Stock Details URNM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-5,000
Closed -$241K – 103
2023
Q4 		$241K Buy
+5,000
New +$233K 0.23% 75

Other funds holding URNM

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RCMU
Rokos Capital Management (UK) London, United Kingdom $13.2B AUM 85.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CM
Caption Management Oklahoma City, Oklahoma $17.1B AUM 70.99% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
GC
Glenorchy Capital Boorolite, Australia $1.72B AUM 91.26% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Primoris Wealth Advisors's URNM Position: Q1 2024 in Review

Primoris Wealth Advisors sold out of Sprott Uranium Miners ETF (URNM) in Q1 2024, closing a stake of 5,000 shares — an estimated $241K sold.

Primoris Wealth Advisors first reported a position in URNM in Q4 2023 and held it in 1 quarter. The position peaked at $241K in Q4 2023. 180 funds tracked by Wall St. Rank hold URNM as of Q1 2024.

  • Primoris Wealth Advisors reported no remaining Sprott Uranium Miners ETF position as of Q1 2024 after selling out during the quarter.
  • Primoris Wealth Advisors sold 5,000 Sprott Uranium Miners ETF shares in Q1 2024, an estimated $241K.
  • Primoris Wealth Advisors first reported a position in Sprott Uranium Miners ETF in Q4 2023 and held it in 1 quarter.
  • Primoris Wealth Advisors's Sprott Uranium Miners ETF position peaked at $241K in Q4 2023.
  • 180 funds tracked by Wall St. Rank held Sprott Uranium Miners ETF as of Q1 2024.

Based on Primoris Wealth Advisors's 13F filing for Q1 2024, filed 7 May 2024.